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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.

 
 

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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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

 

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The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Read this overview to learn how financial advisors are compensated.

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This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Principles that can help create a portfolio designed to pursue investment goals.

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There are some smart strategies that may help you pursue your investment objectives

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Smart investors take the time to separate emotion from fact.

Are Alternative Investments Right for You?

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

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All about how missing the best market days (or the worst!) might affect your portfolio.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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

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