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.

Have A Question About This Topic?

Thank you! Oops!
The Rule of 72

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.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

The Cycle of Investing

The Cycle of Investing

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

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Buying a Home

A look at what you need to think about when buying a home.

View all articles

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

What Is My Net Worth?

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

Bi-Weekly Mortgage Payments

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

View all calculators

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?"

Are Alternative Investments Right for You?

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

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.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos