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.

Jane Bond: Infiltrating the Market

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

The Fed and How It Got That Way

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

• Articles

  Are You Ready for Your Portfolio to Make a Difference?

  Learn about the rise of Impact Investing and how it may benefit you.

  Don’t Be Your Own Worst Enemy

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

  Estimating the Cost of College

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

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

  All Muni Bonds Are Not Created Equal

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

  Global vs. International: What’s the Difference?

  International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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• Calculators

  What Is My Net Worth?

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

  Student Loan Refinance Calculator

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

  College Savings

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

  Bi-Weekly Mortgage Payments

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

  Debt-to-Income Ratio Calculator

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

  Debt vs. Investment

  Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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• Videos

  Behavioral Finance

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

  Jane Bond: Scaling the Ladder

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  The Cycle of Investing

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

  The Rule of 72

  Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

  The Junk Drawer Approach to Investing

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

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