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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 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.

Value vs. Growth Investing

Value vs. Growth Investing

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

Your Personal Recovery

Your Personal Recovery

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

 

Mutual Funds vs. ETFs

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

A Look at Diversification

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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Value vs. Growth Investing

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

Estimating the Cost of College

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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Impact of Taxes and Inflation

Estimates the potential impact taxes and inflation can have on the purchasing power of an investment.

What is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What is the Dividend Yield?

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

How Compound Interest Works

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

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.

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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 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.

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.

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