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.

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Investments

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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Bridging the Confidence Gap

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

• Articles

  In the Markets Now: Quick Crash, Quick Bounce

  A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

  Five for Friday – January 9, 2026

  As geopolitics rattle headlines, Ross offers a calming historical perspective and hopeful insights for the market in 2026.

  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.

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

  What You Can (And Can’t) Pay for With 529 Funds

  529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

  In the Markets Now: Investing Lessons from Covid

  Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.

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• Calculators

  What Is My Net Worth?

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

  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.

  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.

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• Videos

  The Real Cost of a Vacation Home

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

  The Junk Drawer Approach to Investing

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

  From Boats to Brokers

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

  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.

  Bursting the Bubble

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

  Jane Bond: Scaling the Ladder

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

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