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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Have A Question About This Topic?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
View all articles
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
View all calculators
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?