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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Bursting the Bubble

Bursting the Bubble

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Pullbacks, Corrections, and Bear Markets

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Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

The Fed and How It Got That Way

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

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Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Understanding the economy's cycles can help put current business conditions in better perspective.

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Earnings season can move markets. What is it and why is it important?

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For some, the social impact of investing is just as important as the return, perhaps more important.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

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

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This calculator can help you estimate how much you should be saving for college.

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

5 Smart Investing Strategies

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

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

Investments

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

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