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

Inflation and Your Portfolio

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

Finding the Balance

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

How Will the Economy React to AI?

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

Bursting the Bubble

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

• Articles

  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.

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

  It Was the Best of Times, It Was the Worst of Times

  Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

  A Quick Guide to Socially Responsible Investing

  Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.

  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.

  Make Your Mark Through Sustainable Investing

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

  View all articles

• Calculators

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  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.

  View all calculators

• Videos

  Bursting the Bubble

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

  Behavioral Finance

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  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.

  The Real Cost of a Vacation Home

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

  View all videos