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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From Boats to Brokers

From Boats to Brokers

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

How Stocks Work

How Stocks Work

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

Investments

Investments

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

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This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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

How Compound Interest Works

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

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

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

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This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

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

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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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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.

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

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Savvy investors take the time to separate emotion from fact.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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