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.

Featured Video

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

• Articles

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  Even Now, There Are Reasons To Own Bonds

  Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  You've Made Your Career Move - Now What?

  With a little planning, you can avoid leaving money on the table as you switch jobs.

  Wealth Management Mailbag: Spring 2022

  In this issue of the Wealth Management Mailbag, our wealth experts answer clients’ questions on inflation and cryptocurrency.

  All That Matters: Weathering a Storm

  Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.

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• Calculators

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

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• Videos

  The Fed and How It Got That Way

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

  Should You Invest in Exchange Traded Funds?

  There are thousands of ETFs available. Should you invest in them?

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  Bursting the Bubble

  Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

  From Boats to Brokers

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

  Are Alternative Investments Right for You?

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

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