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.

Should I Invest in Gold?

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

Bull & Baird: What Moves the U.S. Stock Market?

Why did the market begin 2026 with new highs even after headlining-grabbing recent events in Venezuela?

Jane Bond: Infiltrating the Market

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

• Articles

  In the Markets Now: War in Iran

  As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.

  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?

  All That Matters: Weathering a Storm

  Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.

  Diversification: The "Free Lunch" of Portfolio Building

  While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.

  In the Markets Now: Faulty Signals

  Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?

  All That Matters: What Lies Ahead

  For the first episode of 2025, Mike and Ross pull back and look at the year to come.

  View all articles

• Calculators

  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.

  Debt-to-Income Ratio Calculator

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  College Savings

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

  View all calculators

• Videos

  The Cycle of Investing

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

  Jane Bond: Infiltrating the Market

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

  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.

  Finding the Balance

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

  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