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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If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Use this calculator to compare the future value of investments with different tax consequences.
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You’ve made investments your whole life. Work with us to help make the most of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, cracking the code on bonds.