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.

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?"

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

• Articles

  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.

  Investment Challenges of the Affluent Investor

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

  Required Reading: The Economic Report of the President

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

  The Pros and Cons of an NUA Strategy

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

  Impact Investing or Philanthropy

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

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

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• Calculators

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  College Savings

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

  Wedding Budget Calculator

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

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• Videos

  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.

  Bridging the Confidence Gap

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

  From Boats to Brokers

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

  The Cycle of Investing

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

  Are Alternative Investments Right for You?

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

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

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