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: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Investments

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

Does Diversification Still Work?

Hindsight may be 20/20, but investing is about looking forward.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

• Articles

  Modeling Good Financial Behavior for Your Kids

  Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.

  Geopolitical Uncertainty Expected to Continue

  The events in the Middle East fit the larger theme of geopolitical uncertainty that we are seeing across the world stage.

  In the Markets Now: When To Diversify

  Ross explains the wisdom of a diversified portfolio.

  The Ultimate Investing Hack

  Don’t let a feeling of apathy keep you from investing for the long term.

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  All That Matters: 250 Years of American Optimism

  Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.

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• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  What Is My Net Worth?

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

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  College Savings

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

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• Videos

  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.

  Investments

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

  Jane Bond: Scaling the Ladder

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

  The Junk Drawer Approach to Investing

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

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Are Alternative Investments Right for You?

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

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