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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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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?”
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Buying a Home
A look at what you need to think about when buying a home.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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