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

From Boats to Brokers

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

Inflation and Your Portfolio

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

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Jane Bond: Scaling the Ladder

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

• Articles

  All That Matters: Post-Election Roundup

  Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

  All That Matters: Can't Keep a Good Market Down

  Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

  Key Takeaways from Strategas Research Areas - November 2025

  Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.

  Even Now, There Are Reasons To Own Bonds

  Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

  The Ultimate Investing Hack

  Don’t let a feeling of apathy keep you from investing for the long term.

  In the Markets Now: Bull Market Biopsy

  With U.S. stocks near all-time highs, it’s natural to wonder if we are getting close to the end of this bull market.

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• Videos

  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?"

  From Boats to Brokers

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

  What Can a Million Dollars Buy You?

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

  Global and International Funds

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

  Are Alternative Investments Right for You?

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

  Finding the Balance

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

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