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.

From Boats to Brokers

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

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.

Investments

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

• Articles

  Making the Most of Employee Stock Ownership

  Employee stock purchase plans are powerful investment vehicles. Learn their key benefits and how to take advantage of them.

  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: King Cash (and False Security)

  Ross explains why cash feels comfortable but is not a wealth-building tool.

  All That Matters: Hype Cycle, Fear Cycle

  Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the debt ceiling crisis.

  All That Matters: Summer's Over. What Matters Now?

  In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

  All That Matters: 250 Years of American Optimism

  Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.

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• Calculators

  College Savings

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

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  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.

  Monthly Budget

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

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• Videos

  Bursting the Bubble

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

  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.

  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.

  The Business Cycle

  How will you weather the ups and downs of the business cycle?

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

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