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

16 Wall Street Cliches in 60 Seconds

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

Are Alternative Investments Right for You?

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

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

• Articles

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

  Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

  Estimating the Cost of College

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

  TIPS for Inflation

  If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

  How Will the Economy React to AI?

  What do concerns or uncertainty about AI mean for your future and your financial strategy?

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

  The Sequence of Returns

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

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• Calculators

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  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.

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

  College Savings

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

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• Videos

  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.

  Behavioral Finance

  An amusing and whimsical look at behavioral finance best practices for investors.

  Inflation and Your Portfolio

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

  The Business Cycle

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

  Bridging the Confidence Gap

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

  Jane Bond: Scaling the Ladder

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

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