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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.

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What Smart Investors Know

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Savvy investors take the time to separate emotion from fact.

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

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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

Global and International Funds

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

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