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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Have A Question About This Topic?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
View all articles
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
View all calculators
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.