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

Bridging the Confidence Gap

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

Inflation and Your Portfolio

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

Estimating the Cost of College

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

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.

• Articles

  Best-Performing Asset Classes

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

  Don’t Be Your Own Worst Enemy

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

  How to Conquer the World - 5 Financial Strategies for Savvy

  Learn more about women taking control of their finances with this infographic.

  How Will the Economy React to AI?

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

  Do Our Biases Affect Our Financial Choices?

  Even the most seasoned investors have biases affecting their financial choices.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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• Calculators

  What Is My Net Worth?

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

  Comparing Investments

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

  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.

  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

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

  Investments

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

  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.

  Bursting the Bubble

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

  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?”

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