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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Featured Presentation

5 Smart Investing Principles

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

Are Alternative Investments Right for You?

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

Emotional vs. Strategic Decisions

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

• Articles

  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.

  Inflation and the Real Rate of Return

  Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

  Types of Stock Market Analysis

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

  Rebalancing Your Portfolio

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

  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.

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• Calculators

  What Is the Dividend Yield?

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

  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.

  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.

  Saving for College

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

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• Presentations

  5 Smart Investing Strategies

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

  5 Smart Investing Principles

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

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• Videos

  Bridging the Confidence Gap

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

  Bursting the Bubble

  Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

  16 Wall Street Cliches in 60 Seconds

  Pundits say a lot of things about the markets. Let's see if you can keep up.

  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.

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  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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