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.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Buying a Home

A look at what you need to think about when buying a home.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should I Invest in Gold?

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Jane Bond: Infiltrating the Market

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Emerging Market Opportunities

What are your options for investing in emerging markets?

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Articles

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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Videos

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Business Cycle

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Investments

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Jane Bond: Infiltrating the Market

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

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