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Investment Strategies

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Should You Be Worried About Inflation?

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Inflation rates are expected to rise. Find out why making a smart investment plan now can help you prepare for your cost of living to increase. Read More

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Deciding When to Sell a Stock: Now or Later

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Key criteria to determine when a security no longer suits you

Know when to sell a stock? Follow a buy-and-hold strategy rather than buy and sell shares frequently. Learn how to recognize when it makes sense to sell a security. Read More

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The Price of Gold: Should You Invest?

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Learn about the pros and cons of buying gold, and the benefits of diversifying your investment portfolio with a mix of stocks and bonds. Read More

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Best Investments to Protect Against Inflation

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Protect yourself from the rising cost of inflation

Protect your savings against rising inflation. The best investments often include stocks, commodities, real estate and inflation-protected securities. Learn more. Read More

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Managing the Three Big Retirement Risks

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Protect yourself against these financial risks and retirement hazards

Managing financial risk is crucial for your retirement plans. Learn what the top three risks are and how to defend against them. Read More

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When to Consider Exchange-Traded Funds

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Do exchange-traded funds make sense for you?

Considering exchange-traded funds? Find out if they’re a good choice for your portfolio. Read More

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The Impact of Inflation

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What is Inflation and Why Should You Care About It?

The law of supply and demand produces price inflation Read More

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Investment Basics, Risks, and Market Volatility

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"It pays to have an understanding of fundamental investment concepts. Knowledgeable investors are better prepared when shopping for investments and investment services." Read More

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Understanding Risk

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Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion. Read More

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How Will Changes in My Tax Rate Affect the Decision?

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Compare four different retirement accounts to determine how they will be affected by changes in your tax rate. Calculate Now

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Should I Wait a Year to Sell My Stock?

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See how tax rates can affect your earnings on your stock portfolio. Calculate Now

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What Stock Price Achieves My Target Rate of Return?

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Determine the price you will need to sell your stocks in order to determine your target rate of return. Calculate Now

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Which Is Better: Cash or Payments?

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Given the option: Is it better to receive a lump sum today and pay the income taxes, or receive an annuity for a specific number of years and pay taxes over that time period. Calculate Now

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How Much do Fees Affect My Fund's Rate of Return?

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The impact of brokerage fees, loads and fund operating expenses on a mutual fund's investment returns. Calculate Now

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How Will Rate Changes Affect my Bond's Current Value?

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Determine how the price of your bond changes with interest rate fluctuation. Calculate Now

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What is My Return on a Whole Life Policy?

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Use this calculator to to see what your payout, cash value, and dividends for a whole life policy will be. Calculate Now

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Which Is Better: Term or Universal Life?

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Use this calculator to to see what the difference in your payout, cash value, and dividends for a term life policy will be as compared to a universal life policy. Calculate Now

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Which is Better: Front or Back Load?

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Compares rates of return, before and after taxes, for two mutual funds: a fund that charges a front-end load and a fund that charges a back-end load. Calculate Now

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What is the Bond Return if I Sell Now?

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Determine the rates of return for a bond if you should sell it today. Calculate Now

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What Might be my Yield-to-Call?

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Calculate your rate of return, before and after taxes, for a callable bond. Calculate Now

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What is My Current Yield on Coupon Income Received?

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Calculate the current yield of a bond. Calculate Now

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Determine your Best Option for Estate Planning

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Compares four investment alternatives to save for your retirement: a deductible IRA, nondeductible IRA, Roth IRA and depositing into a taxable account. Calculate Now

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What Fund Share Price Achieves My Target Rate of Return ?

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Determine the price at which you will have to sell shares of a mutual fund to realize your desired rate of return. Calculate Now

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What is the Return of My Fund if I Sell Now?

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Determine the annual rate of return, before and after taxes, you earn if you sell your mutual fund shares today. Calculate Now

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Understanding IRAs

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IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan at work, you should also consider investing in an IRA. Read More

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What Will My Income be After I Retire?

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Answer key questions related to achieving your retirement goals. Calculate Now

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Which is Better: Income or Growth Stock?

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Compare investment returns for a growth stock and an income stock. Calculate Now

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When Should I Begin Saving?

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Compare four investment alternatives to save for your retirement. Calculate Now

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Dollar Cost Averaging

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Dollar cost averaging takes some of the guesswork out of investing in the stock market. Read More

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Handling Market Volatility

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Though there's no foolproof way to handle the ups and downs of the stock market there are common sense tips that can help. Read More