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

What Can a Million Dollars Buy You?

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

The Cycle of Investing

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

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

The Fed and How It Got That Way

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

• Articles

  Impact Investing or Philanthropy

  This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

  How Will the Economy React to AI?

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

  The Pros and Cons of an NUA Strategy

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

  How to Invest in LGBTQ+ Friendly Companies

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

  Earnings for All Seasons

  Earnings season can move markets. What is it and why is it important?

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• Calculators

  Comparing Investments

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

  Monthly Budget

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

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  What Is My Net Worth?

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

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

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• Videos

  Inflation and Your Portfolio

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

  Investments

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

  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 You Invest in Exchange Traded Funds?

  There are thousands of ETFs available. Should you invest in them?

  Bridging the Confidence Gap

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

  Are Alternative Investments Right for You?

  With alternative investments, it’s critical to sort through the complexity.

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