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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Have A Question About This Topic?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Buying a Home
A look at what you need to think about when buying a home.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
View all articles
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
View all calculators
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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
View all videos
-
Articles
-
Calculators
-
Videos