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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Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Threat of Identity Theft

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Buying a Home

A look at what you need to think about when buying a home.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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.

How to Conquer the World - 5 Financial Strategies for Savvy

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

Alternative Investments - Going Mainstream

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

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How Long Will Your Money Last?

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

What Is the Dividend Yield?

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

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.

Bi-Weekly Mortgage Payments

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

Student Loan Refinance Calculator

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Global and International Funds

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

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.

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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