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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Getting what you want out of your money may require the right game plan.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
You’ve made investments your whole life. Work with us to help make the most of them.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This worksheet can help you estimate the costs of a four-year college program.
Why have the markets been so volatile recently?
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.
All about how missing the best market days (or the worst!) might affect your portfolio.
How do the markets usually react to elections? Was the 2016 election any different?