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

Jane Bond: Infiltrating the Market

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

The Real Cost of a Vacation Home

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

• Articles

  Do Our Biases Affect Our Financial Choices?

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

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

  Best-Performing Asset Classes

  Bonds may outperform stocks one year only to have stocks rebound the next.

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

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• Calculators

  Debt vs. Investment

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

  College Savings

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

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  Monthly Budget

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

  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.

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• Videos

  Jane Bond: Scaling the Ladder

  Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

  16 Wall Street Cliches in 60 Seconds

  Pundits say a lot of things about the markets. Let's see if you can keep up.

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  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.

  Behavioral Finance

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

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