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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
View all articles
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.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
View all calculators
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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?”
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
View all videos
-
Articles
-
Calculators
-
Videos