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

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.

Featured Presentation

5 Smart Investing Principles

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

Investing with Your Heart

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

Finding the Balance

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

• Articles

  A Decision Not Made Is Still a Decision

  Investors who put off important investment decisions may face potential consequence to their future financial security.

  Do Our Biases Affect Our Financial Choices?

  Even the most seasoned investors have biases affecting their financial choices.

  A Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  Bull & Bear Markets: A Timeline

  This helpful infographic will define bull and bear markets, as well as give a historical overview.

  Investing with Your Heart

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

  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.

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• Calculators

  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.

  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.

  How Compound Interest Works

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

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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

  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.

  What Can a Million Dollars Buy You?

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

  The Fed and How It Got That Way

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

  Are Alternative Investments Right for You?

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

  16 Wall Street Cliches in 60 Seconds

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

  The Junk Drawer Approach to Investing

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

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