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

Behavioral Finance

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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?"

• Articles

  Rollover Unused 529 Funds to a Roth IRA

  The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

  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.

  How Will the Economy React to AI?

  What do concerns or uncertainty about AI mean for your future and your financial strategy?

  Estimating the Cost of College

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

  Inflation & Your Money

  It's important to understand how inflation is reported and how it can affect investments.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

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• Calculators

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  College Savings

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

  How Compound Interest Works

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

  Wedding Budget Calculator

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

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  Bi-Weekly Mortgage Payments

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

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• Videos

  The Cycle of Investing

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

  The Business Cycle

  How will you weather the ups and downs of the business cycle?

  What Can a Million Dollars Buy You?

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

  16 Wall Street Cliches in 60 Seconds

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  Inflation and Your Portfolio

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

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