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.

Featured Video

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

When Markets React

When markets shift, experienced investors stick to their strategy.

• Articles

  The Anatomy of an Index

  The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

  Investing for Impact

  Learn how to build a socially conscious investment portfolio and invest in your beliefs.

  Pullbacks, Corrections, and Bear Markets

  Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

  Inflation & Your Money

  It's important to understand how inflation is reported and how it can affect investments.

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

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• Calculators

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  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.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

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• Videos

  The Rule of 72

  Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  The Fed and How It Got That Way

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

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  Jane Bond: Scaling the Ladder

  Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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