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.

Jane Bond: Scaling the Ladder

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

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When Markets React

When markets shift, experienced investors stick to their strategy.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Jane Bond: Infiltrating the Market

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

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Make Your Mark Through Sustainable Investing

Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.

Personalize Your Wealth Strategy with Diverse Investments

Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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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.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

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.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

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Finding the Balance

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

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?"

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Fed and How It Got That Way

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Behavioral Finance

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

Investment Planning

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