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 Cycle of Investing

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

The Fed and How It Got That Way

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

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

• Articles

  What It Takes to Become an Accredited Investor

  What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

  How to Conquer the World - 5 Financial Strategies for Savvy

  Learn more about women taking control of their finances with this infographic.

  Required Reading: The Economic Report of the President

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

  How to Invest in LGBTQ+ Friendly Companies

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

  The Great Debate Continues: Active vs. Passive

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

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• 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.

  College Savings

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

  How Can I Save a Million Dollars?

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

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  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.

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• Videos

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  The Fed and How It Got That Way

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

  Finding the Balance

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

  16 Wall Street Cliches in 60 Seconds

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

  Behavioral Finance

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

  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.

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