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.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Have A Question About This Topic?

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: Dawn of the AI Narrative

AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.

Global and International Funds

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

Five for Friday – April 17, 2026

Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Five for Friday – March 6, 2026

Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.

Surprising Upsides in a Down Market

In a perfect world, the stock market would only go up. However, even down markets can benefit investors in unexpected ways.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Unpacking What It Means To Be a Fiduciary

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

View all articles

Monthly Budget

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

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.

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

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.

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?"

Inflation and Your Portfolio

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

Finding the Balance

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