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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Global and International Funds

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

Investments

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

Personalize Your Wealth Strategy with Diverse Investments

Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.

When Markets React

When markets shift, experienced investors stick to their strategy.

• Articles

  Types of Stock Market Analysis

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

  What You Need to Know About Socially Responsible Investing

  Grow wealth and do some good? It’s possible with a dedicated SRI strategy.

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

  Do Our Biases Affect Our Financial Choices?

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

  How to Conquer the World - 5 Financial Strategies for Savvy

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

  The Sequence of Returns

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

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• Calculators

  Debt-to-Income Ratio Calculator

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

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  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.

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

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• Videos

  The Junk Drawer Approach to Investing

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

  The Fed and How It Got That Way

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

  Bursting the Bubble

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

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

  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.

  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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