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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.

Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Markets React
When markets shift, experienced investors stick to their strategy.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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?”
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