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How to invest

Investing might seem complex, but taking a little time to learn about it can really pay off. It's one of the best ways to meet your financial goals.

How to start investing? With your goal

Like so many other good intentions, an investment goal is just a dream until you have a plan to reach it. Start by understanding the basics of risk and return.

Investing for beginners: Asset allocation & diversification

Remember, watch out for costs

All investments have costs, but you control them by choosing what to buy. It's a much bigger decision than you might think.

Don't forget to pick an account type

The money you make on your investments will most likely be taxed, but how and when it's taxed depends on the kind of account you have.


Get complete portfolio management

We can custom-develop and implement your financial plan, giving you greater confidence that you're doing all you can to reach your goals.

Saving for retirement or college?

See guidance that can help you make a plan, solidify your strategy, and choose your investments.

Already know what you want?

From mutual funds and ETFs to stocks and bonds, find all the investments you're looking for, all in one place.

REFERENCE CONTENT

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Risk

Usually refers to investment risk, which is a measure of how likely it is that you could lose money in an investment. However, there are other types of risk when it comes to investing.

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Returns

The profit you get from investing money. Over time, this profit is based mainly on the amount of risk associated with the investment. So, for example, less-risky investments like certificates of deposit (CDs) or savings accounts generally earn a low rate of return, and higher-risk investments like stocks generally earn a higher rate of return.

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Asset class

A major type of asset—stocks, bonds, and short-term or "cash" investments.

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Diversification

The strategy of investing in multiple asset classes and among many securities in an attempt to lower overall investment risk.