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: Infiltrating the Market

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

Bursting the Bubble

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

Nvidia and Hindsight Bias

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

Are Alternative Investments Right for You?

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

• Articles

  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.

  How to Deal With the Inevitable Volatility

  Though they can be painful, market corrections are a natural and necessary part of long-term investing.

  All That Matters: Weathering a Storm

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

  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.

  Everything You Need To Know About Trump Accounts

  Trump Accounts offer a new way to save for a child's long-term financial future. Here's how they work.

  In the Markets Now: Investing at All-Time Highs

  All-time highs can make investors nervous to dive in, but Ross looks to the data for a counter-argument.

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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.

  College Savings

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

  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.

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• Videos

  Bridging the Confidence Gap

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

  Inflation and Your Portfolio

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

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

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