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.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

• Articles

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  The Anatomy of an Index

  The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

  The New Red Scare: Chinese Ownership of U.S. Debt

  China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

  Global vs. International: What’s The Difference?

  International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

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• Calculators

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

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• Presentations

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

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• Videos

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  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.

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  The Junk Drawer Approach to Investing

  It's easy to let investments accumulate like old receipts in a junk drawer.

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

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