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.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Have A Question About This Topic?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
View all articles
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
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.
View all calculators
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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.
When Markets React
When markets shift, experienced investors stick to their strategy.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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.
View all videos
-
Articles
-
Calculators
-
Videos