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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
When Markets React
When markets shift, experienced investors stick to their strategy.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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