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.

The Cycle of Investing

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

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

• Articles

  Buying a Home

  A look at what you need to think about when buying a home.

  Don’t Be Your Own Worst Enemy

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

  Investment Challenges of the Affluent Investor

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

  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.

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

  Required Reading: The Economic Report of the President

  The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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• Calculators

  Taxable vs. Tax-Deferred Savings

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

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

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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.

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

  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 Fed and How It Got That Way

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

  Bridging the Confidence Gap

  In the world of finance, the effects of the "confidence gap" can be especially apparent.

  From Boats to Brokers

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

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