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

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Featured Presentation

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Four Really Good Reasons to Invest

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

Finding the Balance

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

• Articles

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  How Stocks Work

  Understanding how a stock works is key to understanding your investments.

  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.

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

  Investing with Your Heart

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

  The ABCs of Zero Coupon Bonds

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

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• Calculators

  Contributing to an IRA?

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

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  Impact of Taxes and Inflation

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

  Taxable vs. Tax-Deferred Savings

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

  How Compound Interest Works

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

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• Videos

  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?”

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  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.

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  Jane Bond: Infiltrating the Market

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

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

  All about how missing the best market days (or the worst!) might affect your portfolio.

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