Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Business Cycle
How will you weather the ups and downs of the business cycle?