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

When Markets React

When markets shift, experienced investors stick to their strategy.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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.

What Can a Million Dollars Buy You?

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

• Articles

  Pullbacks, Corrections, and Bear Markets

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

  What’s Your Investment IQ?

  You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

  Separating the Signal From the Noise

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

  Do Our Biases Affect Our Financial Choices?

  Even the most seasoned investors have biases affecting their financial choices.

  What It Takes to Become an Accredited Investor

  What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

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• Calculators

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

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• Videos

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  It Was the Best of Times, It Was the Worst of Times

  All about how missing the best market days (or the worst!) might affect your portfolio.

  From Boats to Brokers

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

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

  The Fed and How It Got That Way

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

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

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