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

Behavioral Finance

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

Featured Presentation

5 Smart Investing Strategies

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Investments

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

• Articles

  Investment Challenges of the Affluent Investor

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

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  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.

  How to Invest in LGBTQ+ Friendly Companies

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

  How to Conquer the World - 5 Financial Strategies for Savvy

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

  Do Our Biases Affect Our Financial Choices?

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

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• Calculators

  How Compound Interest Works

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

  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.

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• Presentations

  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

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• Videos

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  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 Cycle of Investing

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

  The Real Cost of a Vacation Home

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

  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.

  16 Wall Street Cliches in 60 Seconds

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

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