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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Have A Question About This Topic?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Emerging Market Opportunities
What are your options for investing in emerging markets?
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
View all articles
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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
View all calculators
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
View all presentations
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos