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

Finding the Balance

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

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.

Earnings for All Seasons

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

• Articles

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

  It Was the Best of Times, It Was the Worst of Times

  Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

  The ABCs of Zero Coupon Bonds

  Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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• Calculators

  Debt-to-Income Ratio Calculator

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

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  Monthly Budget

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

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• Videos

  Inflation and Your Portfolio

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

  The Junk Drawer Approach to Investing

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

  Bridging the Confidence Gap

  In the world of finance, the effects of the "confidence gap" can be especially apparent.

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  From Boats to Brokers

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

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