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

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

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Asset Allocation

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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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In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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

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

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Impact of Taxes and Inflation

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

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

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

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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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Smart investors take the time to separate emotion from fact.

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From Boats to Brokers

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

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