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

Bull and Bear Go To Market

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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Global and International Funds

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

• Articles

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  Mutual Funds vs. ETFs

  Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

  Don’t Be Your Own Worst Enemy

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

  Key Money Moments: 4 Times You Should Talk to a Pro

  Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

  Value vs. Growth Investing

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

  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.

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• Calculators

  How Compound Interest Works

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

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  Wedding Budget Calculator

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

  How Can I Save a Million Dollars?

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

  Debt vs. Investment

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

  Comparing Investments

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

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• Videos

  The Business Cycle

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

  Inflation and Your Portfolio

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

  Investments

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

  16 Wall Street Cliches in 60 Seconds

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

  Should I Invest in Gold?

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

  The Junk Drawer Approach to Investing

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

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