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

Emerging Market Opportunities

What are your options for investing in emerging markets?

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.

Investing for Impact

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

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.

• Articles

  Do Our Biases Affect Our Financial Choices?

  Even the most seasoned investors have biases affecting their financial choices.

  A Taxing Story: Capital Gains and Losses

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

  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.

  Earnings for All Seasons

  Earnings season can move markets. What is it and why is it important?

  The Sequence of Returns

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

  Best-Performing Asset Classes

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

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• Calculators

  How Long Will Your Money Last?

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

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  Impact of Taxes and Inflation

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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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.

  Bursting the Bubble

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

  Inflation and Your Portfolio

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

  Bridging the Confidence Gap

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

  The Fed and How It Got That Way

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

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

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