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

The Real Cost of a Vacation Home

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

When Markets React

When markets shift, experienced investors stick to their strategy.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

• Articles

  Personalize Your Wealth Strategy with Diverse Investments

  Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  The Great Retirement Savings Debate: 401(k) vs. IRA

  Viewing 401(k) plans and IRA plans in either/or terms might mean a missed opportunity. You can have both.

  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.

  Pullbacks, Corrections, and Bear Markets

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

  Getting a Head Start on College Savings

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

  View all articles

• Calculators

  Monthly Budget

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

  Student Loan Refinance Calculator

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

  Taxable vs. Tax-Deferred Savings

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

  Bi-Weekly Mortgage Payments

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

  What Is My Net Worth?

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

  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.

  View all calculators

• Videos

  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.

  From Boats to Brokers

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

  Bridging the Confidence Gap

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  The Fed and How It Got That Way

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

  View all videos