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 Business Cycle

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

Featured Presentation

5 Smart Investing Principles

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

Are Alternative Investments Right for You?

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

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

The Junk Drawer Approach to Investing

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

• Articles

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  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.

  Required Reading: The Economic Report of the President

  The Economic Report of the President can help identify the forces driving — or dragging — the economy.

  Pullbacks, Corrections, and Bear Markets

  Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  The Business Cycle

  Understanding the economy's cycles can help put current business conditions in better perspective.

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• Calculators

  Contributing to an IRA?

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

  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.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  Taxable vs. Tax-Deferred Savings

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

  Impact of Taxes and Inflation

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

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• Presentations

  5 Smart Investing Principles

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

  5 Smart Investing Strategies

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

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• Videos

  The Real Cost of a Vacation Home

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

  Are Alternative Investments Right for You?

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

  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.

  16 Wall Street Cliches in 60 Seconds

  Pundits say a lot of things about the markets. Let's see if you can keep up.

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  From Boats to Brokers

  From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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