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

Behavioral Finance

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

A Taxing Story: Capital Gains and Losses

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

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

  Separating the Signal From the Noise

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

  You Would Rather Be...

  Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

  Inflation & Your Money

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

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  Rollover Unused 529 Funds to a Roth IRA

  The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  View all articles

• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  Taxable vs. Tax-Deferred Savings

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

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  What Is My Net Worth?

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

  Debt-to-Income Ratio Calculator

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

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  View all calculators

• Videos

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  The Real Cost of a Vacation Home

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

  The Rule of 72

  Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

  The Fed and How It Got That Way

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

  Investments

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

  16 Wall Street Cliches in 60 Seconds

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

  View all videos