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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The Fed and How It Got That Way

The Fed and How It Got That Way

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

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Finding the Balance

Finding the Balance

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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Your Shifting Risk Tolerance

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

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.

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Student Loan Refinance Calculator

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

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

College Savings

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

Comparing Investments

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

Debt vs. Investment

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

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Jane Bond: Scaling the Ladder

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Behavioral Finance

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

Inflation and Your Portfolio

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

The Fed and How It Got That Way

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

Investments

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

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