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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

From Boats to Brokers

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

All That Matters: The National Debt (Or Does It?)

Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.

Jane Bond: Scaling the Ladder

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

• Articles

  Washington Policy Research: Rebuilding a Tariff Regime

  Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented.

  Five for Friday – June 26, 2026

  With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.

  Unpacking What It Means To Be a Fiduciary

  The fiduciary standard offers protection for investors, but that’s not the whole story.

  All That Matters: Post-Election Roundup

  Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

  Five for Friday – August 7, 2026

  Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.

  How Should I Save for My Child’s Education?

  Five vehicles that can help you make the most of saving for college.

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• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Monthly Budget

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

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  Debt-to-Income Ratio Calculator

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

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• Videos

  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?"

  Finding the Balance

  The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  Jane Bond: Infiltrating the Market

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

  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.

  From Boats to Brokers

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

  View all videos