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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Featured Presentation

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Bridging the Confidence Gap

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

• Articles

  A Decision Not Made Is Still a Decision

  Investors who put off important investment decisions may face potential consequence to their future financial security.

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

  Investing with Your Heart

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

  Investment Challenges of the Affluent Investor

  Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

  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.

  Types of Stock Market Analysis

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

  View all articles

• Calculators

  Saving for College

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

  What Is the Dividend Yield?

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

  Contributing to an IRA?

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

  Impact of Taxes and Inflation

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

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  Taxable vs. Tax-Deferred Savings

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

  View all calculators

• Presentations

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

  View all presentations

• Videos

  Bridging the Confidence Gap

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

  Inflation and Your Portfolio

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

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  The Business Cycle

  How will you weather the ups and downs of the business cycle?

  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.

  Behavioral Finance

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

  View all videos