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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Have A Question About This Topic?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
View all articles
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
View all videos
-
Articles
-
Calculators
-
Videos