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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Featured Presentation

5 Smart Investing Strategies

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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?”

• Articles

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  Investing with Your Heart

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

  Four Really Good Reasons to Invest

  There are four very good reasons to start investing. Do you know what they are?

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

  Emotional vs. Strategic Decisions

  Information vs. instinct. Are your choices based on evidence of emotion?

  Why Regular Rebalancing Makes Sense

  Without your knowing, your investment portfolio could be off-kilter.

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• Calculators

  Contributing to an IRA?

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

  Saving for College

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

  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.

  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.

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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

  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.

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  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.

  Are Alternative Investments Right for You?

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

  The Junk Drawer Approach to Investing

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

  The Fed and How It Got That Way

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

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