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

Are Alternative Investments Right for You?

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

Featured Presentation

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement.

Events on Wall Street

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

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The Business Cycle

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

• Articles

  Estimating the Cost of College

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

  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.

  Value vs. Growth Investing

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

  Investment Challenges of the Affluent Investor

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

  All Muni Bonds Are Not Created Equal

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

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

  View all articles

• Calculators

  How Compound Interest Works

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

  Impact of Taxes and Inflation

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

  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.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  View all calculators

• Presentations

  5 Smart Investing Principles

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

  Keys to Investing for Retirement

  There are some key concepts to understand when investing for retirement

  5 Smart Investing Strategies

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

  View all presentations

• Videos

  Events on Wall Street

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

  From Boats to Brokers

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

  Bridging the Confidence Gap

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

  The Real Cost of a Vacation Home

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

  16 Wall Street Cliches in 60 Seconds

  Pundits say a lot of things about the markets. Let's see if you can keep up.

  The Business Cycle

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

  View all videos