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 Junk Drawer Approach to Investing

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

The Real Cost of a Vacation Home

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

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Emerging Market Opportunities

What are your options for investing in emerging markets?

• Articles

  Impact Investing or Philanthropy

  This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

  The Pros and Cons of an NUA Strategy

  Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

  Personalize Your Wealth Strategy with Diverse Investments

  Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.

  Investment Challenges of the Affluent Investor

  Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

  Key Money Moments: 4 Times You Should Talk to a Pro

  Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

  Buying a Home

  A look at what you need to think about when buying a home.

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• Calculators

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  Bi-Weekly Mortgage Payments

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

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  Debt-to-Income Ratio Calculator

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

  Monthly Budget

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

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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.

  Bridging the Confidence Gap

  In the world of finance, the effects of the "confidence gap" can be especially apparent.

  Bursting the Bubble

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

  Jane Bond: Scaling the Ladder

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

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  The Business Cycle

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

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