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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bull and Bear Go To Market

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

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

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

The Business Cycle

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

• Articles

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

  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.

  Buying a Home

  A look at what you need to think about when buying a home.

  Value vs. Growth Investing

  Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

  Impact Investing or Philanthropy

  This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

  Estimating the Cost of College

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

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• Calculators

  How Compound Interest Works

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

  Comparing Investments

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

  What Is My Net Worth?

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

  College Savings

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

  How Long Will Your Money Last?

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

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• Videos

  Should You Invest in Exchange Traded Funds?

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

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  What Can a Million Dollars Buy You?

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

  The Junk Drawer Approach to Investing

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

  Are Alternative Investments Right for You?

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

  Jane Bond: Infiltrating the Market

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

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