Investment | Don Roork

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.

16 Wall Street Cliches in 60 Seconds

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

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Jane Bond: Infiltrating the Market

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

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.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Buying a Home

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

How Stocks Work

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

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Estimating the Cost of College

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

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

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How Compound Interest Works

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

Contributing to an IRA?

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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.

What Is the Dividend Yield?

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

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The Cycle of Investing

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

Should I Invest in Gold?

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Real Cost of a Vacation Home

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

Bursting the Bubble

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