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

Finding the Balance

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

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.

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.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

• Articles

  Asset Allocation

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

  Buying a Home

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

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  Your Shifting Risk Tolerance

  Time and market performance may subtly and slowly imbalance your portfolio.

  Emotional vs. Strategic Decisions

  Information vs. instinct. Are your choices based on evidence of emotion?

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• Calculators

  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.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Taxable vs. Tax-Deferred Savings

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

  Debt vs. Investment

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

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

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• Videos

  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.

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

  The Junk Drawer Approach to Investing

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

  Investments

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

  Behavioral Finance

  An amusing and whimsical look at behavioral finance best practices for investors.

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