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

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?"

Inflation and Your Portfolio

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

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Global and International Funds

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

• Articles

  A Look at Diversification

  Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

  How to Conquer the World - 5 Financial Strategies for Savvy

  Learn more about women taking control of their finances with this infographic.

  Don’t Be Your Own Worst Enemy

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

  The Sequence of Returns

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

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

  Inflation and the Real Rate of Return

  Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

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• Calculators

  Comparing Investments

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

  How Compound Interest Works

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

  What Is My Net Worth?

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

  How Long Will Your Money Last?

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

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• Videos

  Investments

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

  Global and International Funds

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

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  Inflation and Your Portfolio

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

  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.

  Should You Invest in Exchange Traded Funds?

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

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