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

From Boats to Brokers

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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?"

• Articles

  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.

  Don’t Be Your Own Worst Enemy

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

  The Threat of Identity Theft

  An article informing readers about the threats of Identity Theft.

  Types of Stock Market Analysis

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

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  A Primer on Dividends

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

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• Calculators

  Taxable vs. Tax-Deferred Savings

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

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  How Long Will Your Money Last?

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

  The Power of Interest - How Long Will it take My Money to Do

  Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

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• Videos

  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 Business Cycle

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

  Global and International Funds

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

  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: Infiltrating the Market

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

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