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.

Have A Question About This Topic?

Thank you! Oops!
What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

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

Behavioral Finance

Behavioral Finance

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

Getting a Head Start on College Savings

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

Separating the Signal From the Noise

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

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

View all articles

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.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

What Is My Net Worth?

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

Debt-to-Income Ratio Calculator

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

College Savings

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

View all calculators

Global and International Funds

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

16 Wall Street Cliches in 60 Seconds

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

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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.

View all videos