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

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Featured Presentation

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement.

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.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

• Articles

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

  Estimating the Cost of College

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

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

  You Would Rather Be...

  Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

  The Ivory Tower Changes Wall Street

  Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

  A Taxing Story: Capital Gains and Losses

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

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• Calculators

  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.

  Impact of Taxes and Inflation

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

  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.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

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• Presentations

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

  Keys to Investing for Retirement

  There are some key concepts to understand when investing for retirement

  View all presentations

• Videos

  The Good Ship IPO

  The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

  Jane Bond: Decoding Diversification

  Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

  The Real Cost of a Vacation Home

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

  Are Alternative Investments Right for You?

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

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