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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Inflation and Your Portfolio

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

• Articles

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

  A Quick Guide to Socially Responsible Investing

  Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.

  Make Your Mark Through Sustainable Investing

  Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.

  The Investment Risk No One’s Ever Heard Of

  You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

  A Decision Not Made Is Still a Decision

  Investors who put off important investment decisions may face potential consequences to their future financial security.

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• Calculators

  Taxable vs. Tax-Deferred Savings

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

  How Long Will Your Money Last?

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  Debt-to-Income Ratio Calculator

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

  College Savings

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

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

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• Videos

  Are Alternative Investments Right for You?

  With alternative investments, it’s critical to sort through the complexity.

  The Business Cycle

  How will you weather the ups and downs of the business cycle?

  Bridging the Confidence Gap

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

  Inflation and Your Portfolio

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

  When Markets React

  When markets shift, experienced investors stick to their 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?

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