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.

Featured Video

The Business Cycle

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

• Articles

  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.

  The Threat of Identity Theft

  An article informing readers about the threats of Identity Theft.

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

  Bull & Bear Markets: A Timeline

  This helpful infographic will define bull and bear markets, as well as give a historical overview.

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  It Was the Best of Times, It Was the Worst of Times

  Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

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• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  Bi-Weekly Mortgage Payments

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

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  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.

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• Videos

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  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.

  Are Alternative Investments Right for You?

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

  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.

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  The Real Cost of a Vacation Home

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

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