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

Inflation and Your Portfolio

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

Featured Presentation

5 Smart Investing Strategies

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Should I Invest in Gold?

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

• Articles

  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.

  How Stocks Work

  Understanding how a stock works is key to understanding your investments.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  How to Conquer the World - 5 Financial Strategies for Savvy

  Learn more about women taking control of their finances with this infographic.

  Investing with Your Heart

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

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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• Calculators

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  Taxable vs. Tax-Deferred Savings

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Contributing to an IRA?

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

  What Is the Dividend Yield?

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

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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• Presentations

  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.

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• Videos

  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: Scaling the Ladder

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

  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.

  The Junk Drawer Approach to Investing

  It's easy to let investments accumulate like old receipts in a junk drawer.

  Finding the Balance

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

  What Can a Million Dollars Buy You?

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

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