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.

 
 
The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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

Understanding ETFs: Building Blocks of Modern Investing

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Global and International Funds

Global and International Funds

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

 

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Getting a Head Start on College Savings

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

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Risk Perspective

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

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Impact of Taxes and Inflation

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

What Is the Dividend Yield?

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Contributing to an IRA?

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Bull and Bear Go To Market

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

Global and International Funds

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

Inflation and Your Portfolio

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

Should I Invest in Gold?

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

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