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

When Markets React

When markets shift, experienced investors stick to their strategy.

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

Are Alternative Investments Right for You?

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

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

• Articles

  Inflation & Your Money

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

  Required Reading: The Economic Report of the President

  The Economic Report of the President can help identify the forces driving — or dragging — the economy.

  A Look at Diversification

  Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

  Getting a Head Start on College Savings

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

  Earnings for All Seasons

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

  Are You Ready for Your Portfolio to Make a Difference?

  Learn about the rise of Impact Investing and how it may benefit you.

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• Calculators

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

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• Videos

  From Boats to Brokers

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

  Investments

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

  The Junk Drawer Approach to Investing

  It's easy to let investments accumulate like old receipts in a junk drawer.

  The Business Cycle

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

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Bridging the Confidence Gap

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

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