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

Jane Bond: Scaling the Ladder

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

Featured Presentation

5 Smart Investing Principles

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

The Junk Drawer Approach to Investing

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

How to Invest in LGBTQ+ Friendly Companies

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

Global and International Funds

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

• Articles

  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.

  Inflation & Your Money

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

  Don’t Be Your Own Worst Enemy

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

  A Look at Diversification

  Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

  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.

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

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• Calculators

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  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.

  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.

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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.

  View all presentations

• Videos

  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?”

  Global and International Funds

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

  Bursting the Bubble

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

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  The Business Cycle

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

  Bridging the Confidence Gap

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

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