Investment Basics

This section outlines key concepts that every investor should understand: risk, return on investment, diversified portfolio, fees, and the ability to sell. 

Risk

Risk is the degree of uncertainty about the expected return from an investment, including the possibility that some or all of the investment might be lost. Learn more

Return on Investment

Return on investment (ROI) is an important measure of your portfolio’s performance. Learn about how to calculate your ROI. Learn more

Diversified Portfolio

A diversified portfolio is one that contains a variety of assets.  Diversification is an investment strategy generally intended to reduce risk. Learn more

Fees

Investors normally pay fees and other charges when they buy and sell investments. Find out about them before you invest. Learn more

Buying and Selling Investments

When deciding whether to buy or sell an investment, there are some important questions you should discuss with you advisor. Learn more