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

Bridging the Confidence Gap

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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.

Global and International Funds

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

• Articles

  Inflation & Your Money

  It's important to understand how inflation is reported and how it can affect investments.

  Five for Friday – October 2, 2026

  Ross looks at this year’s strong corporate profit growth, Iran, and the historical relative strength of fourth quarters.

  Separating the Signal From the Noise

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

  Unpacking What It Means To Be a Fiduciary

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

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

  All That Matters: Weathering a Storm

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

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• Calculators

  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.

  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.

  College Savings

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

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• Videos

  Inflation and Your Portfolio

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

  The Junk Drawer Approach to Investing

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

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Global and International Funds

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

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  Are Alternative Investments Right for You?

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

  View all videos