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.
When Markets React
When markets shift, experienced investors stick to their strategy.
Have A Question About This Topic?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
View all calculators
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
View all videos
-
Articles
-
Calculators
-
Videos