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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The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Earnings for All Seasons

Earnings for All Seasons

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

Investments

Investments

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

Earnings for All Seasons

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

How Stocks Work

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

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Investing with Your Heart

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

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From Boats to Brokers

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Bursting the Bubble

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

Should You Invest in Exchange Traded Funds?

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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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