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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The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

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

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.

Estimating the Cost of College

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

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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Student Loan Refinance Calculator

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

College Savings

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Markets React

When markets shift, experienced investors stick to their strategy.

Are Alternative Investments Right for You?

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

The Real Cost of a Vacation Home

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Junk Drawer Approach to Investing

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

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