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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bursting the Bubble

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

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The Business Cycle

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

• Articles

  All That Matters: Summer's Over. What Matters Now?

  In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

  Five for Friday – August 21, 2026

  Ross looks at silver linings to bubbles, the average stock, the importance of breadth and the danger of leverage.

  6 Ways to Inflation-Proof Your Retirement Plan

  Does rising inflation have you worried for your retirement plan? Protect your golden years with these strategies.

  In the Markets Now: 2,025 Things for 2025

  Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

  Nvidia and Hindsight Bias

  “In looking back, I knew it all along.”

  The ABCs of Zero Coupon Bonds

  Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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• Calculators

  Debt-to-Income Ratio Calculator

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

  Monthly Budget

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

  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.

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• Videos

  Inflation and Your Portfolio

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

  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.

  Bridging the Confidence Gap

  In the world of finance, the effects of the "confidence gap" can be especially apparent.

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

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