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

Should You Invest in Exchange Traded Funds?

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

Jane Bond: Scaling the Ladder

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

Modern-Day Wealth Management

Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.

The Cycle of Investing

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

• Articles

  In the Markets Now: What the Rate Cuts Mean

  After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.

  Five for Friday – April 17, 2026

  Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.

  Five for Friday – August 21, 2026

  Ross looks at silver linings to bubbles, the average stock, the importance of breadth and the danger of leverage.

  2026 Market and Policy Outlook

  See what’s ahead for markets and policy in 2026 – and how it could impact you.

  Building Wealth in College

  Start building your money and investment management skills in college with these practices.

  How Should I Save for My Child’s Education?

  Five vehicles that can help you make the most of saving for college.

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• Calculators

  College Savings

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

  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.

  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.

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• Videos

  What Can a Million Dollars Buy You?

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

  Finding the Balance

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

  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.

  Global and International Funds

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

  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?"

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