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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.

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It Was the Best of Times, It Was the Worst of Times

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All about how missing the best market days (or the worst!) might affect your portfolio.

Asset Allocation

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Global and International Funds

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A Decision Not Made Is Still a Decision

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Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

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

Taxable vs. Tax-Deferred Savings

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

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This calculator can help you estimate how much you should be saving for college.

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This questionnaire will help determine your tolerance for investment risk.

What Is the Dividend Yield?

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

How Compound Interest Works

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

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

5 Smart Investing Principles

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

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

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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.

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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.

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