Investment | Tom Schaible & Al Russo

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.

From Boats to Brokers

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

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When Markets React

When markets shift, experienced investors stick to their strategy.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Are Alternative Investments Right for You?

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Key Money Moments: 4 Times You Should Talk to a Pro

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.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Wedding Budget Calculator

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

College Savings

See how much you may need to save now to cover future college costs for your child.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Bursting the Bubble

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

From Boats to Brokers

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

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?”