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.

Have A Question About This Topic?

Thank you! Oops!
When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Investments

Investments

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

Planning Moves for Volatile Times

Worried about how volatility in the markets and economy will affect your finances? Here’s a few ways to protect your assets.

Making the Most of Employee Stock Ownership

Employee stock purchase plans are powerful investment vehicles. Learn their key benefits and how to take advantage of them.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

Optimism vs. Pessimism

Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

View all articles

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.

View all presentations

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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.

The Real Cost of a Vacation Home

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cycle of Investing

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

View all videos