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

Are Alternative Investments Right for You?

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

Featured Presentation

5 Smart Investing Strategies

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

What Can a Million Dollars Buy You?

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

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Finding the Balance

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

• Articles

  Mutual Funds vs. ETFs

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

  The Great Debate Continues: Active vs. Passive

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

  Are You Ready for Your Portfolio to Make a Difference?

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

  Best-Performing Asset Classes

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

  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.

  How the Federal Reserve Works

  Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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• Calculators

  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.

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  Taxable vs. Tax-Deferred Savings

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

  How Compound Interest Works

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

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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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  From Boats to Brokers

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

  Behavioral Finance

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

  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?”

  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.

  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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