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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Have A Question About This Topic?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
View all articles
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.
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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
View all calculators
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.
View all presentations
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos