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

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.

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

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

 

Estimating the Cost of College

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

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

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 arrow

What Can a Million Dollars Buy You?

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

Should You Invest in Exchange Traded Funds?

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

From Boats to Brokers

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

View all videos arrow