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

What Can a Million Dollars Buy You?

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

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.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

• Articles

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  Global vs. International: What’s the Difference?

  International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

  Buying a Home

  A look at what you need to think about when buying a home.

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

  A Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  What It Takes to Become an Accredited Investor

  What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

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• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  How Compound Interest Works

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

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  What Is the Dividend Yield?

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

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• Videos

  16 Wall Street Cliches in 60 Seconds

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

  The Fed and How It Got That Way

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

  Investments

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

  Finding the Balance

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

  The Real Cost of a Vacation Home

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

  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.

  View all videos