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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Are Alternative Investments Right for You?

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

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

• Articles

  Inflation and the Real Rate of Return

  Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

  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.

  Rebalancing Your Portfolio

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

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  A Decision Not Made Is Still a Decision

  Investors who put off important investment decisions may face potential consequences to their future financial security.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

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• Calculators

  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.

  Debt-to-Income Ratio Calculator

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

  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.

  What Is the Dividend Yield?

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

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• Videos

  Inflation and Your Portfolio

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

  Jane Bond: Scaling the Ladder

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

  Bridging the Confidence Gap

  In the world of finance, the effects of the "confidence gap" can be especially apparent.

  Behavioral Finance

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

  The Business Cycle

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

  The Fed and How It Got That Way

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

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