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.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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 Fed and How It Got That Way

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

• Articles

  Buying a Home

  A look at what you need to think about when buying a home.

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  Pullbacks, Corrections, and Bear Markets

  When the market experiences volatility, it may be a good time to review these common terms.

  A Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  It Was the Best of Times, It Was the Worst of Times

  Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

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• Calculators

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  What Is My Net Worth?

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

  How Long Will Your Money Last?

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

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

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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.

  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?"

  Bridging the Confidence Gap

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

  What Can a Million Dollars Buy You?

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

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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