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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Emerging Market Opportunities
What are your options for investing in emerging markets?

Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?

Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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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.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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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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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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