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

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.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Global and International Funds

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

• Articles

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  Types of Stock Market Analysis

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

  The ABCs of Zero Coupon Bonds

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

  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.

  Don’t Be Your Own Worst Enemy

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

  All Muni Bonds Are Not Created Equal

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

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• Calculators

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

  How Long Will Your Money Last?

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

  What Is the Dividend Yield?

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  Taxable vs. Tax-Deferred Savings

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

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• Videos

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  Bridging the Confidence Gap

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

  The Business Cycle

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

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

  Bursting the Bubble

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

  The Junk Drawer Approach to Investing

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

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