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.

Finding the Balance

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

A Quick Guide to Socially Responsible Investing

Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.

Emerging Market Opportunities

What are your options for investing in emerging markets?

• Articles

  Getting a Head Start on College Savings

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

  TIPS for Inflation

  If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

  Your Shifting Risk Tolerance

  Time and market performance may subtly and slowly imbalance your portfolio.

  The Threat of Identity Theft

  An article informing readers about the threats of Identity Theft.

  Understanding ETFs: Building Blocks of Modern Investing

  Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

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• Calculators

  Bi-Weekly Mortgage Payments

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

  Comparing Investments

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

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  What Is the Dividend Yield?

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

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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• Videos

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  What Can a Million Dollars Buy You?

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

  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 St., the stock market has a long and storied history.

  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.

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