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

When Markets React

When markets shift, experienced investors stick to their strategy.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Emerging Market Opportunities

What are your options for investing in emerging markets?

• Articles

  The Sequence of Returns

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

  Estimating the Cost of College

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

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  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.

  A Look at Diversification

  Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  View all articles

• Calculators

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  Debt-to-Income Ratio Calculator

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

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  Debt vs. Investment

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

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  College Savings

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

  View all calculators

• Videos

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  The Business Cycle

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  From Boats to Brokers

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

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  Behavioral Finance

  An amusing and whimsical look at behavioral finance best practices for investors.

  View all videos