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.
Smart investors take the time to separate emotion from fact.
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Gaining a better understanding of municipal bonds makes more sense than ever.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Earnings season can move markets. What is it and why is it important?
For some, the social impact of investing is just as important as the return, perhaps more important.
Bonds may outperform stocks one year only to have stocks rebound the next.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
When markets shift, experienced investors stick to their strategy.
Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.