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

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.

A Look at Diversification

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

Jane Bond: Scaling the Ladder

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

• Articles

  Best-Performing Asset Classes

  Bonds may outperform stocks one year only to have stocks rebound the next.

  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 ABCs of Zero Coupon Bonds

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

  Investment Challenges of the Affluent Investor

  Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  Buying a Home

  A look at what you need to think about when buying a home.

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• Calculators

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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• Videos

  The Real Cost of a Vacation Home

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

  Investments

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

  What Can a Million Dollars Buy You?

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

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  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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