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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Investments

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

Risk Perspective

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

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.

• Articles

  Required Reading: The Economic Report of the President

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

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

  How Will the Economy React to AI?

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

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  Do Our Biases Affect Our Financial Choices?

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

  The Pros and Cons of an NUA Strategy

  Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

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• Calculators

  College Savings

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

  Debt-to-Income Ratio Calculator

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

  Wedding Budget Calculator

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

  What Is My Net Worth?

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

  How Long Will Your Money Last?

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

  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 Fed and How It Got That Way

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

  The Real Cost of a Vacation Home

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

  From Boats to Brokers

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

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

  Bursting the Bubble

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

  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.

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