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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Risk Perspective

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

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.

• Articles

  A Quick Guide to Socially Responsible Investing

  Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  The Sequence of Returns

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

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

  Make Your Mark Through Sustainable Investing

  Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.

  TIPS for Inflation

  If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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• Calculators

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Bi-Weekly Mortgage Payments

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

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  Taxable vs. Tax-Deferred Savings

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

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• Videos

  The Fed and How It Got That Way

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

  Global and International Funds

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

  Finding the Balance

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

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

  Bridging the Confidence Gap

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

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