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

What Can a Million Dollars Buy You?

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

Jane Bond: Scaling the Ladder

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

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

The Business Cycle

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

• Articles

  Five for Friday – August 7, 2026

  Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.

  All That Matters: What Lies Ahead

  For the first episode of 2025, Mike and Ross pull back and look at the year to come.

  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.

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

  In the Markets Now: The Reserve Currency

  Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.

  View all articles

• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  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.

  What Is My Net Worth?

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

  Monthly Budget

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

  View all calculators

• 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?"

  The Business Cycle

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

  The Junk Drawer Approach to Investing

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

  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