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

From Boats to Brokers

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

Featured Presentation

5 Smart Investing Principles

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

When Markets React

When markets shift, experienced investors stick to their strategy.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

• Articles

  Why Regular Rebalancing Makes Sense

  Without your knowing, your investment portfolio could be off-kilter.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  What’s Your Investment IQ?

  You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

  The Ivory Tower Changes Wall Street

  Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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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.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  How Compound Interest Works

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

  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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• 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

  Global and International Funds

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

  Are Alternative Investments Right for You?

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

  Behavioral Finance

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

  Finding the Balance

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

  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?”

  Inflation and Your Portfolio

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

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