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

The Cycle of Investing

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

Investments

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

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

When Markets React

When markets shift, experienced investors stick to their strategy.

• Articles

  Inflation & Your Money

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

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

  Rebalancing Your Portfolio

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

  Pullbacks, Corrections, and Bear Markets

  When the market experiences volatility, it may be a good time to review these common terms.

  The Investment Risk No One’s Ever Heard Of

  You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

  Investing with Your Heart

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

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• Calculators

  What Is the Dividend Yield?

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

  Wedding Budget Calculator

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

  How Long Will Your Money Last?

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

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up 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.

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• Videos

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

  The Cycle of Investing

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  The Junk Drawer Approach to Investing

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

  Inflation and Your Portfolio

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

  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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