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

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?"

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Investing with Your Heart

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

• Articles

  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.

  The Sequence of Returns

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

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  Inflation & Your Money

  It's important to understand how inflation is reported and how it can affect investments.

  The Anatomy of an Index

  The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

  View all articles

• Calculators

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  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.

  Debt vs. Investment

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

  Monthly Budget

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

  View all calculators

• Videos

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  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.

  From Boats to Brokers

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

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  Bull and Bear Go To Market

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  View all videos