Investments

Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs. 

Investment Expenses: What's Tax Deductible?

The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify?

Fixed Income Outlook: Bonds Are Back

We see opportunities in 2023 for the bond market to provide attractive yields at lower risk than we've seen for several years.

5 Elements of a Smart Trade Plan

Find out why you should have a trade plan—and the five elements that may help you put it to work successfully.

Global Outlook: Recovery and Risk

Markets may continue to see volatility in 2023 as they navigate between global economic growth and inflation fears, with central banks' decreasing rate hikes and China's reopening.

How Index Funds Could Beat Hedge Funds over Time

Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

DRIPs

A DRIP allows investors to automatically reinvest the cash from a stock's dividend payments. Watch this video to learn how to enroll in a DRIP.

Trading Up-Close: Bracket Orders

Learn about helping to manage risk by using bracket orders.

Investing for High Inflation and Slow Growth

High inflation and slow economic growth are a problem for investors. Here's how to shore up your portfolio.

Beware Taxes on Discounted Munis

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

Market Snapshot | November 2022

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.