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

What Can a Million Dollars Buy You?

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

From Boats to Brokers

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

Reg BI - A Win for All Involved

Reg BI increases investor protection while preserving the right to choose who to work with and which services to use.

Jane Bond: Scaling the Ladder

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

• Articles

  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.

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

  Focuses in the Trump 2.0 Administration

  Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.

  Five for Friday - June 12, 2026

  Ross talks about IPO hype, data centers and the next bull market, and how not every company in a winning sector wins.

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

  How to Deal With the Inevitable Volatility

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

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• Calculators

  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.

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  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.

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• Videos

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  The Real Cost of a Vacation Home

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

  Inflation and Your Portfolio

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

  Bridging the Confidence Gap

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

  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?"

  The Junk Drawer Approach to Investing

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

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