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

Bursting the Bubble

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

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

16 Wall Street Cliches in 60 Seconds

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

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

The Business Cycle

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

• Articles

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

  Investment Challenges of the Affluent Investor

  Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

  Global vs. International: What’s The Difference?

  International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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• Calculators

  Taxable vs. Tax-Deferred Savings

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

  Contributing to an IRA?

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

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  Impact of Taxes and Inflation

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

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

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• Videos

  The Cycle of Investing

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

  Inflation and Your Portfolio

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

  The Real Cost of a Vacation Home

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

  The Business Cycle

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

  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.

  Jane Bond: Decoding Diversification

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

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