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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Have A Question About This Topic?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
View all articles
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
View all calculators
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
View all videos
-
Articles
-
Calculators
-
Videos