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.
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.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Have A Question About This Topic?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
View all articles
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.