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.

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Inflation and Your Portfolio

Inflation and Your Portfolio

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

Getting a Head Start on College Savings

Getting a Head Start on College Savings

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

Where Is the Market Headed?

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 Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The ABCs of Zero Coupon Bonds

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

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

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Contributing to an IRA?

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

What Is the Dividend Yield?

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

Impact of Taxes and Inflation

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

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

How Compound Interest Works

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

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Global and International Funds

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

Are Alternative Investments Right for You?

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

16 Wall Street Cliches in 60 Seconds

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

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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