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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Have A Question About This Topic?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
View all articles
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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.
View all calculators
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.
View all presentations
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?