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.
Agent Jane Bond is on the case, cracking the code on bonds.
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Earnings season can move markets. What is it and why is it important?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This worksheet can help you estimate the costs of a four-year college program.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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You’ve made investments your whole life. Work with us to help make the most of them.
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?