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 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.

Featured Presentation

5 Smart Investing Strategies

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

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?”

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Are Alternative Investments Right for You?

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

• Articles

  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.

  Asset Allocation

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

  The Anatomy of an Index

  The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

  Estimating the Cost of College

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

  Pullbacks, Corrections, and Bear Markets

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

  The ABCs of Zero Coupon Bonds

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

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• Calculators

  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.

  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.

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

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• Presentations

  5 Smart Investing Strategies

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

  5 Smart Investing Principles

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

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• Videos

  The Business Cycle

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

  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?

  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.

  Should You Invest in Exchange Traded Funds?

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

  The Cycle of Investing

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

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