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.
Learn about the difference between bulls and bears—markets, that is!
How federal estate taxes work, plus estate management documents and tactics.
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Marlborough Office
Mansfield Office
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Mansfield, MA 02048
Marlborough Office
- 225 Cedar Hill Street Suite 200 Marlborough, MA 01752
Articles
Calculators
Presentations
Videos
Articles
- 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. - Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of. - The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article. - The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price. - Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk. - Rebalancing Your Portfolio
Over time, different investments’ performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Calculators
- Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA. - Saving for College
This calculator can help you estimate how much you should be saving for college. - Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. - What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk. - How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset. - Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Presentations
- 5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives - 5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Videos
- Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns. - What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement. - The Business Cycle
How will you weather the ups and downs of the business cycle? - Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity. - Emerging Market Opportunities
What are your options for investing in emerging markets? - Global and International Funds
Investors seeking world investments can choose between global and international funds. What’s the difference?
- 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. - Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of. - The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article. - The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price. - Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk. - Rebalancing Your Portfolio
Over time, different investments’ performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
- Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA. - Saving for College
This calculator can help you estimate how much you should be saving for college. - Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. - What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk. - How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset. - Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
- 5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives - 5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
- Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns. - What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement. - The Business Cycle
How will you weather the ups and downs of the business cycle? - Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity. - Emerging Market Opportunities
What are your options for investing in emerging markets? - Global and International Funds
Investors seeking world investments can choose between global and international funds. What’s the difference?