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

When Markets React

When markets shift, experienced investors stick to their strategy.

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Should You Invest in Exchange Traded Funds?

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

• Articles

  What’s Your Investment IQ?

  You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

  The Utility of Sector Investing

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

  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.

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  A Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  View all articles

• Calculators

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  Impact of Taxes and Inflation

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  How Compound Interest Works

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

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  View all calculators

• Presentations

  5 Smart Investing Principles

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

  5 Smart Investing Strategies

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

  View all presentations

• Videos

  The Real Cost of a Vacation Home

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

  Are Alternative Investments Right for You?

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

  Inflation and Your Portfolio

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  Bridging the Confidence Gap

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

  16 Wall Street Cliches in 60 Seconds

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

  View all videos