Investment Management

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.

Featured Video

Finding the Balance

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

The Fed and How It Got That Way

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

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

• Articles

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  Pullbacks, Corrections, and Bear Markets

  When the market experiences volatility, it may be a good time to review these common terms.

  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.

  The Pros and Cons of an NUA Strategy

  Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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• Calculators

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  Bi-Weekly Mortgage Payments

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

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

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• Videos

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  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.

  Bursting the Bubble

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

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

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