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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Have A Question About This Topic?
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.
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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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?
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
View all articles
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
View all calculators
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
View all videos
-
Articles
-
Calculators
-
Videos