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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have A Question About This Topic?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Buying a Home
A look at what you need to think about when buying a home.
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.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
View all articles
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
The Business Cycle
How will you weather the ups and downs of the business cycle?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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?”
View all videos
-
Articles
-
Calculators
-
Videos