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.

Featured Video

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Investing Starts at Home

Thinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

• Articles

  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.

  Bull & Baird: When Uncertainty Reigns

  What can a recent spring storm tell us about the market's current volatility?

  All That Matters: Can't Keep a Good Market Down

  Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

  What You Can (And Can’t) Pay for With 529 Funds

  529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

  Debt Ceiling Deal Includes Two Years of Spending Caps

  Strategas breaks down what’s in the deal, its impact on economic growth over the coming years, and what to focus on next.

  Five for Friday – May 15, 2026

  Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.

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• Calculators

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  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.

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• Videos

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  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.

  Bursting the Bubble

  Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

  Are Alternative Investments Right for You?

  With alternative investments, it’s critical to sort through the complexity.

  Should You Invest in Exchange Traded Funds?

  There are thousands of ETFs available. Should you invest in them?

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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