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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Featured Presentation

5 Smart Investing Strategies

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

The Business Cycle

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

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

• Articles

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  Are You Ready for Your Portfolio to Make a Difference?

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

  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.

  Required Reading: The Economic Report of the President

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

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• Calculators

  Saving for College

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

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  What Is the Dividend Yield?

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

  How Compound Interest Works

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

  Impact of Taxes and Inflation

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

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• Presentations

  5 Smart Investing Strategies

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

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• Videos

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

  The Junk Drawer Approach to Investing

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

  Finding the Balance

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

  16 Wall Street Cliches in 60 Seconds

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

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial 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.

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