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
Understanding the cycle of investing may help you avoid easy pitfalls.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Have A Question About This Topic?
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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
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.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
View all articles
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
View all calculators
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
View all presentations
You’ve made investments your whole life. Work with us to help make the most of them.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
View all videos