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 Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Featured Presentation

5 Smart Investing Strategies

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Global and International Funds

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

• Articles

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  The Utility of Sector Investing

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

  Rebalancing Your Portfolio

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

  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.

  Emotional vs. Strategic Decisions

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

  Inflation & Your Money

  It's important to understand how inflation is reported and how it can affect investments.

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• Calculators

  Contributing to an IRA?

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

  Saving for College

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

  Taxable vs. Tax-Deferred Savings

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

  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.

  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

  Bursting the Bubble

  Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

  Inflation and Your Portfolio

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

  From Boats to Brokers

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

  The Business Cycle

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

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  Behavioral Finance

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

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