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: Infiltrating the Market

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

Bull and Bear Go To Market

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

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Investments

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

• Articles

  How the Federal Reserve Works

  Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

  Required Reading: The Economic Report of the President

  The Economic Report of the President can help identify the forces driving — or dragging — the economy.

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  How Will the Economy React to AI?

  What do concerns or uncertainty about AI mean for your future and your financial strategy?

  View all articles

• Calculators

  How Compound Interest Works

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

  Bi-Weekly Mortgage Payments

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  How Can I Save a Million Dollars?

  See what it takes in monthly contributions and time to reach a million-dollar savings goal.

  How Long Will Your Money Last?

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

  Debt-to-Income Ratio Calculator

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

  View all calculators

• Videos

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  What Can a Million Dollars Buy You?

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

  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.

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  Jane Bond: Scaling the Ladder

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

  View all videos