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

Investments

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

Jane Bond: Scaling the Ladder

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

The ABCs of Zero Coupon Bonds

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

• Articles

  How to Invest in LGBTQ+ Friendly Companies

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

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  The Investment Risk No One’s Ever Heard Of

  You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

  A Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  The Anatomy of an Index

  The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

  View all articles

• Calculators

  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.

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

  How Compound Interest Works

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

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  View all calculators

• Videos

  Bridging the Confidence Gap

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

  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.

  Should You Invest in Exchange Traded Funds?

  There are thousands of ETFs available. Should you invest in them?

  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.

  Bull and Bear Go To Market

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

  View all videos