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 Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Fed and How It Got That Way

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

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

• Articles

  Do Our Biases Affect Our Financial Choices?

  Even the most seasoned investors have biases affecting their financial choices.

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  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.

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

  TIPS for Inflation

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

  Don’t Be Your Own Worst Enemy

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

  View all articles

• Calculators

  The Power of Interest - How Long Will it take My Money to Do

  Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

  Comparing Investments

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

  Wedding Budget Calculator

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

  Student Loan Refinance Calculator

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

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  Debt-to-Income Ratio Calculator

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

  View all calculators

• Videos

  Bursting the Bubble

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

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  Are Alternative Investments Right for You?

  With alternative investments, it’s critical to sort through the complexity.

  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.

  The Business Cycle

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

  View all videos