Investment
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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Have A Question About This Topic?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Geopolitical Uncertainty Expected to Continue
The events in the Middle East fit the larger theme of geopolitical uncertainty that we are seeing across the world stage.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
All That Matters: All-Time Highs, All-Time Worries
In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.
In the Markets Now: Selloff Summary for June 5, 2026
Equity markets fell on Friday, June 5 as the prospect of higher rates met AI anxiety and sent investors into profit-taking.
In the Markets Now: Spots of Weakness
As policy uncertainty and lackluster economic data shake the market, Ross looks at spots of weakness and strength.
Bull & Baird: What Gets Attention is Rarely Valuable
The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.
All That Matters: Busting Market Myths
Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
View all articles
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
View all calculators
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
View all videos
-
Articles
-
Calculators
-
Videos