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.

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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

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

Investments

Investments

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

The Pros and Cons of an NUA Strategy

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

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Estimating the Cost of College

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

A Look at Diversification

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

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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How Long Will Your Money Last?

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Comparing Investments

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

College Savings

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

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Inflation and Your Portfolio

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

The Junk Drawer Approach to Investing

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

Jane Bond: Scaling the Ladder

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

The Business Cycle

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

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.

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