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.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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The Cycle of Investing

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

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Bridging the Confidence Gap

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

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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 Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

The Pros and Cons of an NUA Strategy

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

The Sequence of Returns

A look at how variable rates of return impact investors over time.

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Comparing Investments

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

How Long Will Your Money Last?

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

College Savings

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

What Is My Net Worth?

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

How Compound Interest Works

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

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What Can a Million Dollars Buy You?

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

Inflation and Your Portfolio

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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Bull and Bear Go To Market

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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

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.