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 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.
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Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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.
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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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