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

The Business Cycle

How will you weather the ups and downs of the business cycle?

When Markets React

When markets shift, experienced investors stick to their strategy.

Do Our Biases Affect Our Financial Choices?

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

Jane Bond: Infiltrating the Market

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

• Articles

  How to Invest in LGBTQ+ Friendly Companies

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

  The Pros and Cons of an NUA Strategy

  Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

  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.

  TIPS for Inflation

  If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

  How to Conquer the World - 5 Financial Strategies for Savvy

  Learn more about women taking control of their finances with this infographic.

  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.

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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.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  How Compound Interest Works

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  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.

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• Videos

  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.

  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.

  Global and International Funds

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  What Can a Million Dollars Buy You?

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

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