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

Should You Invest in Exchange Traded Funds?

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

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.

Earnings for All Seasons

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

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?”

• Articles

  The Investment Risk No One’s Ever Heard Of

  You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

  Investing with Your Heart

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

  The Business Cycle

  Understanding the economy's cycles can help put current business conditions in better perspective.

  The Great Debate Continues: Active vs. Passive

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

  Four Really Good Reasons to Invest

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

  Pullbacks, Corrections, and Bear Markets

  Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

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• Calculators

  Saving for College

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

  Impact of Taxes and Inflation

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

  Contributing to an IRA?

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Taxable vs. Tax-Deferred Savings

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

  What Is the Dividend Yield?

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

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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

  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?

  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?”

  Events on Wall Street

  Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

  Jane Bond: Decoding Diversification

  Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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