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

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Infiltrating the Market

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

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Emerging Market Opportunities

What are your options for investing in emerging markets?

• Articles

  Best-Performing Asset Classes

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

  Earnings for All Seasons

  Earnings season can move markets. What is it and why is it important?

  Investing for Impact

  Learn how to build a socially conscious investment portfolio and invest in your beliefs.

  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 Sequence of Returns

  A look at how variable rates of return impact investors over time.

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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• Calculators

  College Savings

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

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  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.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  How Long Will Your Money Last?

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

  What Is My Net Worth?

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

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• Videos

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Jane Bond: Infiltrating the Market

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

  Investments

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

  What Can a Million Dollars Buy You?

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

  From Boats to Brokers

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

  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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