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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

• Articles

  Earnings for All Seasons

  Earnings season can move markets. What is it and why is it important?

  Emotional vs. Strategic Decisions

  Information vs. instinct. Are your choices based on evidence of emotion?

  The Anatomy of an Index

  The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

  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

  Monthly Budget

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

  Debt-to-Income Ratio Calculator

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

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  Wedding Budget Calculator

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

  The Power of Interest - How Long Will it take My Money to Do

  Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  View all calculators

• Videos

  Bull and Bear Go To Market

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

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  Global and International Funds

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

  16 Wall Street Cliches in 60 Seconds

  Pundits say a lot of things about the markets. Let's see if you can keep up.

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  View all videos