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

The Business Cycle

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

Are Alternative Investments Right for You?

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

Inflation & Your Money

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

• Articles

  Risk Perspective

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

  Best-Performing Asset Classes

  Bonds may outperform stocks one year only to have stocks rebound the next.

  The Pros and Cons of an NUA Strategy

  Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

  What’s Your Investment IQ?

  You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

  Investment Challenges of the Affluent Investor

  Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

  Global vs. International: What’s the Difference?

  International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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• Calculators

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  The Power of Interest - How Long Will it take My Money to Do

  Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

  College Savings

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

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  Comparing Investments

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

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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.

  Bursting the Bubble

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

  What Can a Million Dollars Buy You?

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

  Behavioral Finance

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

  Global and International Funds

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

  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.

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