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

Emerging Market Opportunities

What are your options for investing in emerging markets?

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.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

The Real Cost of a Vacation Home

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

• Articles

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  The ABCs of Zero Coupon Bonds

  Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

  Required Reading: The Economic Report of the President

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

  The Sequence of Returns

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

  Bull & Bear Markets: A Timeline

  This helpful infographic will define bull and bear markets, as well as give a historical overview.

  Asset Allocation

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

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• Calculators

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  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.

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  Monthly Budget

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

  Taxable vs. Tax-Deferred Savings

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

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• Videos

  The Business Cycle

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

  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.

  16 Wall Street Cliches in 60 Seconds

  Pundits say a lot of things about the markets. Let's see if you can keep up.

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  The Real Cost of a Vacation Home

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

  From Boats to Brokers

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

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