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.

Featured Video

Inflation and Your Portfolio

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

The Fed and How It Got That Way

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

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Bursting the Bubble

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

• Articles

  How to Invest in LGBTQ+ Friendly Companies

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

  How Will the Economy React to AI?

  What do concerns or uncertainty about AI mean for your future and your financial strategy?

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Inflation & Your Money

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

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  A Look at Diversification

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

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• Calculators

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  The Power of Interest - How Long Will it take My Money to Do

  Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

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• Videos

  The Business Cycle

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

  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 Fed and How It Got That Way

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

  Should I Invest in Gold?

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

  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.

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