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.
An amusing and whimsical look at behavioral finance best practices for investors.
Getting what you want out of your money may require the right game plan.
You’ve made investments your whole life. Work with us to help make the most of them.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Gaining a better understanding of municipal bonds makes more sense than ever.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, cracking the code on bonds.