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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This helpful infographic will define bull and bear markets, as well as give a historical overview.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Understanding how a stock works is key to understanding your investments.
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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Agent Jane Bond is on the case, cracking the code on bonds.