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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 reflect your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

 
 
 
The Cycle of Investing

The Cycle of Investing

Investing should be easy, just buy low and sell high. But most have trouble following that advice.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

The U.S. Credit Downgrade

The U.S. Credit Downgrade

On Friday, August 5, 2011, S&P lowered its credit rating for the U.S. This may help put the downgrade in perspective.

 

A Look at Diversification

Diversification is an investment principle designed to manage risk but it can't prevent against a loss.

Value vs. Growth Investing

Among stock-market investors, there’s long been a debate between those who favor value and those who favor growth.

Best Performing Asset Classes

The asset class that has the highest return one year may not perform as well the following year.

Estimating the Cost of College

This worksheet can help you estimate the potential costs of a four-year college program.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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How Compound Interest Works

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of a hypothetical taxable investment and a tax-deferred investment.

Contributing to an IRA?

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

What Is the Dividend Yield?

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Cycle of Investing

Investing should be easy, just buy low and sell high. But most have trouble following that advice.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The U.S. Credit Downgrade

On Friday, August 5, 2011, S&P lowered its credit rating for the U.S. This may help put the downgrade in perspective.

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