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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Global and International Funds

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

Investments

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

Make Your Mark Through Sustainable Investing

Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

• Articles

  Do Our Biases Affect Our Financial Choices?

  Even the most seasoned investors have biases affecting their financial choices.

  Asset Allocation

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

  The Pros and Cons of an NUA Strategy

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

  A Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  A Look at Diversification

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

  Buying a Home

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

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• Calculators

  Debt-to-Income Ratio Calculator

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

  Student Loan Refinance Calculator

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

  College Savings

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

  Monthly Budget

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

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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• Videos

  Bridging the Confidence Gap

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

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  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.

  Finding the Balance

  The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

  The Junk Drawer Approach to Investing

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

  Bursting the Bubble

  Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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