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

Global and International Funds

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Do Our Biases Affect Our Financial Choices?

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

Bursting the Bubble

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

• Articles

  How to Invest in LGBTQ+ Friendly Companies

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

  A Decision Not Made Is Still a Decision

  Investors who put off important investment decisions may face potential consequences to their future financial security.

  Inflation & Your Money

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

  The Business Cycle

  Understanding the economy's cycles can help put current business conditions in better perspective.

  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.

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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• Calculators

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  Taxable vs. Tax-Deferred Savings

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

  Monthly Budget

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

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

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• Videos

  Should You Invest in Exchange Traded Funds?

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

  Jane Bond: Scaling the Ladder

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

  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.

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  From Boats to Brokers

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

  The Real Cost of a Vacation Home

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

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