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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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.

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.

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?”

• Articles

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  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 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 Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  Pullbacks, Corrections, and Bear Markets

  Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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• Calculators

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  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.

  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.

  Impact of Taxes and Inflation

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

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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

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• Videos

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Jane Bond: Decoding Diversification

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

  Jane Bond: Scaling the Ladder

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

  The Real Cost of a Vacation Home

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

  The Junk Drawer Approach to Investing

  It's easy to let investments accumulate like old receipts in a junk drawer.

  Bursting the Bubble

  Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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