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.
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.
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Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Why have the markets been so volatile recently?
There are four very good reasons to start investing. Do you know what they are?
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
When markets shift, experienced investors stick to their strategy.
You’ve made investments your whole life. Work with us to help make the most of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.