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.
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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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?"
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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