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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Inflation & Your Money

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

The Cycle of Investing

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

• Articles

  All That Matters: The Lay of the Land

  Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

  How to Deal With the Inevitable Volatility

  Though they can be painful, market corrections are a natural and necessary part of long-term investing.

  The Dangers of Portfolio Tinkering

  “Your money is like a bar of soap – the more you handle it, the less you’ll have.”

  Everything You Need To Know About Trump Accounts

  Trump Accounts offer a new way to save for a child's long-term financial future. Here's how they work.

  Surprising Upsides in a Down Market

  In a perfect world, the stock market would only go up. However, even down markets can benefit investors in unexpected ways.

  In the Markets Now: War in Iran

  As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.

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• Calculators

  College Savings

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

  Monthly Budget

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  Debt-to-Income Ratio Calculator

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

  What Is My Net Worth?

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

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• Videos

  The Business Cycle

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

  Inflation and Your Portfolio

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

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  The Fed and How It Got That Way

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

  Jane Bond: Scaling the Ladder

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

  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.

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