Investment Management

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

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 Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Bursting the Bubble

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

• Articles

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

  A Primer on Dividends

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

  Required Reading: The Economic Report of the President

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

  You Would Rather Be...

  Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

  View all articles

• Calculators

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  Impact of Taxes and Inflation

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

  How Compound Interest Works

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

  Contributing to an IRA?

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Saving for College

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

  View all calculators

• Presentations

  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

• Videos

  The Business Cycle

  How will you weather the ups and downs of the business cycle?

  Behavioral Finance

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

  Jane Bond: Infiltrating the Market

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

  The Cycle of Investing

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

  Inflation and Your Portfolio

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

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

  View all videos