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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
In the Markets Now: Bubbles
Amid FOMO, the attention economy, and talk of bubbles, every investor must run their own race.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In the Markets Now: What the Rate Cuts Mean
After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.
Washington Policy Research: Rebuilding a Tariff Regime
Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented.
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.
In the Markets Now: Faulty Signals
Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
All That Matters: Should You Be Worried About a Recession?
Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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.
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