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

The Junk Drawer Approach to Investing

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

• Articles

  Inflation & Your Money

  It's important to understand how inflation is reported and how it can affect investments.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  Buying a Home

  A look at what you need to think about when buying a home.

  All Muni Bonds Are Not Created Equal

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

  TIPS for Inflation

  If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

  Key Money Moments: 4 Times You Should Talk to a Pro

  Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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• Calculators

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  How Compound Interest Works

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

  What Is My Net Worth?

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

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  Comparing Investments

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

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• Videos

  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.

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Should You Invest in Exchange Traded Funds?

  There are thousands of ETFs available. Should you invest in them?

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  Finding the Balance

  The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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