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

Bridging the Confidence Gap

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

Global and International Funds

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

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

The Junk Drawer Approach to Investing

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

• Articles

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  It Was the Best of Times, It Was the Worst of Times

  Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  All Muni Bonds Are Not Created Equal

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

  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.

  Don’t Be Your Own Worst Enemy

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

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• Calculators

  What Is My Net Worth?

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

  Comparing Investments

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

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  How Compound Interest Works

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

  College Savings

  See how much you may need to save now to cover future college costs for your child.

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• Videos

  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.

  Should You Invest in Exchange Traded Funds?

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

  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.

  The Cycle of Investing

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

  Finding the Balance

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

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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