Investment Management

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.

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5 Smart Investing Principles

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

Are Alternative Investments Right for You?

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

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Inflation and Your Portfolio

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

• Articles

  How to Invest in LGBTQ+ Friendly Companies

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

  All Muni Bonds Are Not Created Equal

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

  Value vs. Growth Investing

  Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

  Mutual Funds vs. ETFs

  Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

  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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• Calculators

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Saving for College

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

  How Compound Interest Works

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

  What Is the Dividend Yield?

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

  Impact of Taxes and Inflation

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

  Taxable vs. Tax-Deferred Savings

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

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• Presentations

  5 Smart Investing Principles

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

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

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• Videos

  16 Wall Street Cliches in 60 Seconds

  Pundits say a lot of things about the markets. Let's see if you can keep up.

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  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?”

  Bursting the Bubble

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

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  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.

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