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.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Buying a Home

A look at what you need to think about when buying a home.

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

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  Are You Ready for Your Portfolio to Make a Difference?

  Learn about the rise of Impact Investing and how it may benefit you.

  Mutual Funds vs. ETFs

  Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

  What It Takes to Become an Accredited Investor

  What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

  The Pros and Cons of an NUA Strategy

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

  Pullbacks, Corrections, and Bear Markets

  When the market experiences volatility, it may be a good time to review these common terms.

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• Calculators

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

  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.

  How Compound Interest Works

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

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

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• Videos

  The Business Cycle

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

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  The Junk Drawer Approach to Investing

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

  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 Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  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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