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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.

 
 
What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

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

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

The ABCs of Zero Coupon Bonds

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

The Sequence of Returns

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

Estimating the Cost of College

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

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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 My Net Worth?

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

Student Loan Payoff Calculator: Extra Payments Can Save You

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

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

What Is the Dividend Yield?

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

Wedding Budget Calculator

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

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Inflation and Your Portfolio

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Business Cycle

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Junk Drawer Approach to Investing

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

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