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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Global and International Funds

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

Featured Presentation

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

The Real Cost of a Vacation Home

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

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Emerging Market Opportunities

What are your options for investing in emerging markets?

• Articles

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  A Decision Not Made Is Still a Decision

  Investors who put off important investment decisions may face potential consequence to their future financial security.

  The Business Cycle

  Understanding the economy's cycles can help put current business conditions in better perspective.

  The Ivory Tower Changes Wall Street

  Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

  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.

  Market month in review: July 2019

  Stocks ran hot and cold in July. Here's what you need to know.

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• Calculators

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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• Presentations

  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

  Keys to Investing for Retirement

  There are some key concepts to understand when investing for retirement

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• Videos

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  The Business Cycle

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

  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 Good Ship IPO

  The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

  What Smart Investors Know

  Smart investors take the time to separate emotion from fact.

  Investments

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

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