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 Cycle of Investing
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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Finding the Balance

Finding the Balance

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

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Inflation and Your Portfolio

Inflation and Your Portfolio

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

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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.

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Jane Bond: Infiltrating the Market

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Real Cost of a Vacation Home

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Business Cycle

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

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  • Articles

    A Primer on Dividends

    A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

    How Stocks Work

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

    Rebalancing Your Portfolio

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

    A Look at Diversification

    Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

    Investing with Your Heart

    For some, the social impact of investing is just as important as the return, perhaps more important.

    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.

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  • Videos

    Bursting the Bubble

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

    Bridging the Confidence Gap

    In the world of finance, the effects of the "confidence gap" can be especially apparent.

    Investments

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

    Should I Invest in Gold?

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

    From Boats to Brokers

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

    Where Is the Market Headed?

    We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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