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

From Boats to Brokers

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

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

What Can a Million Dollars Buy You?

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

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

• Articles

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  The ABCs of Zero Coupon Bonds

  Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

  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.

  Bull & Bear Markets: A Timeline

  This helpful infographic will define bull and bear markets, as well as give a historical overview.

  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

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  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.

  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.

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

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• Presentations

  5 Smart Investing Strategies

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

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• Videos

  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?”

  Investments

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

  The Fed and How It Got That Way

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

  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.

  16 Wall Street Cliches in 60 Seconds

  Pundits say a lot of things about the markets. Let's see if you can keep up.

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