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

Finding the Balance

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

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

When Markets React

When markets shift, experienced investors stick to their strategy.

Investment Challenges of the Affluent Investor

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

• Articles

  Best-Performing Asset Classes

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

  Are You Ready for Your Portfolio to Make a Difference?

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

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  Pullbacks, Corrections, and Bear Markets

  Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

  Mutual Funds vs. ETFs

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

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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• Calculators

  Saving for College

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

  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.

  Taxable vs. Tax-Deferred Savings

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

  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.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

  5 Smart Investing Principles

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

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• Videos

  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.

  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.

  From Boats to Brokers

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

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  Bridging the Confidence Gap

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

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