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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Have A Question About This Topic?
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
View all articles
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
View all calculators
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?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
View all videos
-
Articles
-
Calculators
-
Videos