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

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.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Bridging the Confidence Gap

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

• Articles

  Impact Investing or Philanthropy

  This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

  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.

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  Risk Perspective

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

  It Was the Best of Times, It Was the Worst of Times

  Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

  Value vs. Growth Investing

  Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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• Calculators

  How Compound Interest Works

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

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  Saving for College

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

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  Debt-to-Income Ratio Calculator

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

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

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• Videos

  Behavioral Finance

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

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

  Are Alternative Investments Right for You?

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

  The Fed and How It Got That Way

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

  The Real Cost of a Vacation Home

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

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