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?

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?”

The Sequence of Returns

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

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.

• Articles

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

  Investment Challenges of the Affluent Investor

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

  Do Our Biases Affect Our Financial Choices?

  Even the most seasoned investors have biases affecting their financial choices.

  The Investment Risk No One’s Ever Heard Of

  You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

  Estimating the Cost of College

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

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• Calculators

  How Long Will Your Money Last?

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

  How Compound Interest Works

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

  College Savings

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

  Comparing Investments

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

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

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• Videos

  Behavioral Finance

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

  Global and International Funds

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

  From Boats to Brokers

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

  Are Alternative Investments Right for You?

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

  The Junk Drawer Approach to Investing

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

  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.

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