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.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

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

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

The Cycle of Investing

The Cycle of Investing

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


Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Asset Allocation

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

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Contributing to an IRA?

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

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.

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.

Saving for College

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

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Jane Bond: Infiltrating the Market

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

The Real Cost of a Vacation Home

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

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Cycle of Investing

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

The Business Cycle

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

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