What type of investor are you?

How you invest depends on a number of factors, including how much time you have, how much involvement you want in the day-to-day management of your investments and, just as importantly, the complexity of your financial situation. Understanding the type of investor you are can help you determine what type of investment approach is best suited for you as you create a plan that reflects your comfort level and your financial goals.

How to choose a financial advisor

Financial advisors are like tour guides: It’s their job to pinpoint where you want to go, and help you get from point A to point B. Whether your destination is retirement, a college education, or your dream home, they can give you information, point out important milestones and landmarks, and help you decide what to do next. Here are a few tips for finding the financial advisor who is right for you.

What to consider at each stage of your life

As people age, their priorities change, and so should their investment strategy. Here are some key points to consider when rebalancing your investment portfolio at different points in your life.