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

From Boats to Brokers

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

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.

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.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

• Articles

  Rebalancing Your Portfolio

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

  The Sequence of Returns

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

  You Would Rather Be...

  Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

  Inflation & Your Money

  It's important to understand how inflation is reported and how it can affect investments.

  Make Your Mark Through Sustainable Investing

  Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.

  Do Our Biases Affect Our Financial Choices?

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

  View all articles

• Calculators

  Debt vs. Investment

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

  Monthly Budget

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

  Wedding Budget Calculator

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

  College Savings

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

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  Student Loan Refinance Calculator

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

  View all calculators

• Videos

  Are Alternative Investments Right for You?

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

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  From Boats to Brokers

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

  The Fed and How It Got That Way

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

  Bursting the Bubble

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  View all videos