5 Smart Investing Principles The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.