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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.