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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Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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?”

Ways to Turn Spending into Savings

Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

• Articles

  A Primer on Dividends

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

  Driving Interest on Interest with the Next Generation

  Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....

  How to Spend Smart to Improve Cash Flow

  Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?

  The Great Debate Continues: Active vs. Passive

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

  Looking to Improve Your Financial Future?

  Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

  Financial Hacks for Millennials: Values-Based Investing

  Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

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• Videos

  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?”

  Understanding Dividends

  Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

  View all videos