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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
It's important to understand how inflation is reported and how it can affect investments.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Earnings season can move markets. What is it and why is it important?
This worksheet can help you estimate the costs of a four-year college program.
Understanding how capital gains are taxed may help you refine your investment strategies.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
How do the markets usually react to elections? Was the 2016 election any different?
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
You’ve made investments your whole life. Work with us to help make the most of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.