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

Emerging Market Opportunities

What are your options for investing in emerging markets?

From Boats to Brokers

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

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

The Business Cycle

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

• Articles

  Understanding Equity Compensation

  Net Unrealized Appreciation and how it affects tax responsibilities.

  TIPS for Inflation

  If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

  Don’t Be Your Own Worst Enemy

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

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  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.

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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• Calculators

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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• Videos

  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.

  From Boats to Brokers

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

  The Business Cycle

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

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

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