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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.