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

Bull and Bear Go To Market

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

• Articles

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  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.

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  Your Shifting Risk Tolerance

  Time and market performance may subtly and slowly imbalance your portfolio.

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

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• Calculators

  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 the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Debt-to-Income Ratio Calculator

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

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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• Videos

  Are Alternative Investments Right for You?

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

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  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 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 Real Cost of a Vacation Home

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

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