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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Estimating the Cost of College

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

Investments

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

• Articles

  Five for Friday - April 10, 2026

  Ross looks at how the market and economy have held up amid uncertainty, then gives Washington a hat tip for the Patent Act.

  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.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Five for Friday – April 24, 2026

  Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.

  In the Markets Now: Averages and Roller Coasters

  The S&P 500's average annual return has been 10% for a century...but that's almost never how it feels.

  The Road to November: Election Insights from Strategas

  Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.

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• 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.

  Monthly Budget

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

  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.

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• Videos

  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.

  Finding the Balance

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

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Should You Invest in Exchange Traded Funds?

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

  From Boats to Brokers

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

  Bursting the Bubble

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

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