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

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Featured Presentation

5 Smart Investing Strategies

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Jane Bond: Scaling the Ladder

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

• Articles

  Value vs. Growth Investing

  Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

  The Ivory Tower Changes Wall Street

  Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

  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.

  A Look at Diversification

  Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

  How the Federal Reserve Works

  Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

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• Calculators

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  How Compound Interest Works

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

  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.

  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.

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• 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

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• Videos

  Global and International Funds

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

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Should I Invest in Gold?

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

  Bridging the Confidence Gap

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

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  The Cycle of Investing

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

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