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.

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Investments

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

• Articles

  Pullbacks, Corrections, and Bear Markets

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

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

  How the Federal Reserve Works

  Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  How to Conquer the World - 5 Financial Strategies for Savvy

  Learn more about women taking control of their finances with this infographic.

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• Calculators

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

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• Videos

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

  Bridging the Confidence Gap

  In the world of finance, the effects of the "confidence gap" can be especially apparent.

  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.

  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.

  Inflation and Your Portfolio

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

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