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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Buying a Home
A look at what you need to think about when buying a home.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Business Cycle
How will you weather the ups and downs of the business cycle?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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