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

When Markets React

When markets shift, experienced investors stick to their strategy.

Investments

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

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

The Real Cost of a Vacation Home

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

• Articles

  Investing for Impact

  Learn how to build a socially conscious investment portfolio and invest in your beliefs.

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  The Sequence of Returns

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

  How the Federal Reserve Works

  Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  How Long Will Your Money Last?

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

  Comparing Investments

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

  What Is the Dividend Yield?

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

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  Wedding Budget Calculator

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

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• Videos

  Investments

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

  Bull and Bear Go To Market

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

  The Business Cycle

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

  Behavioral Finance

  An amusing and whimsical look at behavioral finance best practices for investors.

  The Junk Drawer Approach to Investing

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

  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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