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.
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.
An amusing and whimsical look at behavioral finance best practices for investors.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
It's important to understand how inflation is reported and how it can affect investments.
A look at how variable rates of return impact investors over time.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Earnings season can move markets. What is it and why is it important?
Gaining a better understanding of municipal bonds makes more sense than ever.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
When markets shift, experienced investors stick to their strategy.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.