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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Investments

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

The Real Cost of a Vacation Home

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

Do Our Biases Affect Our Financial Choices?

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

From Boats to Brokers

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

• Articles

  A Primer on Dividends

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

  How to Leave a Lasting Impact with Sustainable Investing

  Want your investments to drive positive change? Learn how sustainable investing can help you make a difference!

  Estimating the Cost of College

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

  Inflation and the Real Rate of Return

  Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

  The Investment Risk No One’s Ever Heard Of

  You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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• Calculators

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  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.

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

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• Videos

  The Junk Drawer Approach to Investing

  It's easy to let investments accumulate like old receipts in a junk drawer.

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

  The Cycle of Investing

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

  It Was the Best of Times, It Was the Worst of Times

  All about how missing the best market days (or the worst!) might affect your portfolio.

  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.

  Finding the Balance

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

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