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?

Jane Bond: Scaling the Ladder

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

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

What Can a Million Dollars Buy You?

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

• Articles

  Best-Performing Asset Classes

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

  Getting a Head Start on College Savings

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

  Understanding ETFs: Building Blocks of Modern Investing

  Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

  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.

  Asset Allocation

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

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• Calculators

  What Is My Net Worth?

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

  How Long Will Your Money Last?

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

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

  College Savings

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

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

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• Videos

  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?”

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

  The Real Cost of a Vacation Home

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

  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.

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

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