Investment | Laura Duvall

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.

Are Alternative Investments Right for You?

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

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From Boats to Brokers

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

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Bursting the Bubble

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

Risk Perspective

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

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Are You Ready for Your Portfolio to Make a Difference?

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

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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College Savings

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

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Are Alternative Investments Right for You?

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

From Boats to Brokers

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.