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

Jane Bond: Scaling the Ladder

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

Investments

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

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

• Articles

  The Sequence of Returns

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

  Rollover Unused 529 Funds to a Roth IRA

  The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

  Asset Allocation

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

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  Don’t Be Your Own Worst Enemy

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

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• Calculators

  Taxable vs. Tax-Deferred Savings

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

  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.

  How Can I Save a Million Dollars?

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

  College Savings

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

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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• Videos

  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?"

  The Real Cost of a Vacation Home

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

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

  Bull and Bear Go To Market

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

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

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