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

16 Wall Street Cliches in 60 Seconds

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

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

• Articles

  Asset Allocation

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

  The Ivory Tower Changes Wall Street

  Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

  A Look at Diversification

  Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  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

  Contributing to an IRA?

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  How Compound Interest Works

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

  What Is the Dividend Yield?

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

  Taxable vs. Tax-Deferred Savings

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

  Impact of Taxes and Inflation

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

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• Presentations

  5 Smart Investing Principles

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

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

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• Videos

  The Cycle of Investing

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

  Jane Bond: Scaling the Ladder

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

  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.

  Investments

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

  Bridging the Confidence Gap

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

  The Business Cycle

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

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