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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What Smart Investors Know

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Smart investors take the time to separate emotion from fact.

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Understanding how a stock works is key to understanding your investments.

The Business Cycle

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Gaining a better understanding of municipal bonds makes more sense than ever.

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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

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

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

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

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

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Are Alternative Investments Right for You?

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

Investments

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

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