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.

 
 
The Cycle of Investing

The Cycle of Investing

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

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

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

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Estimating the Cost of College

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

A Primer on Dividends

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

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

The Sequence of Returns

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

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What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Monthly Budget

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

Bi-Weekly Mortgage Payments

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

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.

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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Bridging the Confidence Gap

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

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.

Behavioral Finance

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

Should I Invest in Gold?

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

Global and International Funds

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

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