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.

• Articles

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  It Was the Best of Times, It Was the Worst of Times

  Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  Pullbacks, Corrections, and Bear Markets

  When the market experiences volatility, it may be a good time to review these common terms.

  Asset Allocation

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

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

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• Calculators

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

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• Videos

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  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?"

  The Cycle of Investing

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

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

  It Was the Best of Times, It Was the Worst of Times

  All about how missing the best market days (or the worst!) might affect your portfolio.

  Investments

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

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