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.

• 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.

  Best-Performing Asset Classes

  Bonds may outperform stocks one year only to have stocks rebound the next.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Key Money Moments: 4 Times You Should Talk to a Pro

  Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

  Investment Challenges of the Affluent Investor

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

  View all articles

• Calculators

  Saving for College

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

  What Is the Dividend Yield?

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

  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.

  Contributing to an IRA?

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

  Impact of Taxes and Inflation

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

  View all calculators

• Presentations

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

  5 Smart Investing Strategies

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

  View all presentations

• Videos

  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?”

  Finding the Balance

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

  The Real Cost of a Vacation Home

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

  From Boats to Brokers

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

  Global and International Funds

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

  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.

  View all videos