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

Behavioral Finance

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

Bull and Bear Go To Market

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

Separating the Signal From the Noise

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

Bridging the Confidence Gap

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

• 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.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

  Rollover Unused 529 Funds to a Roth IRA

  The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

  Personalize Your Wealth Strategy with Diverse Investments

  Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

  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.

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• Calculators

  Student Loan Refinance Calculator

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

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  College Savings

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

  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.

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• Videos

  From Boats to Brokers

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

  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.

  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?”

  Global and International Funds

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

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  Inflation and Your Portfolio

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

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