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.
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.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Related Content
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
View all articles 
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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.
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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?