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.

The Business Cycle

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

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.

Global and International Funds

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

• Articles

  Washington Policy Research: Rebuilding a Tariff Regime

  Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented.

  Five for Friday - January 23, 2026

  Ross shares lessons from Tuesday’s selloff, from bond yields and the yen carry trade to small U.S. stocks vs. big ones.

  All That Matters: Should You Be Worried About a Recession?

  Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.

  Debt Ceiling Deal Includes Two Years of Spending Caps

  Strategas breaks down what’s in the deal, its impact on economic growth over the coming years, and what to focus on next.

  Bull & Baird: You're Afraid, Read This.

  If you're feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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• Calculators

  Monthly Budget

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

  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.

  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.

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• Videos

  Inflation and Your Portfolio

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

  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.

  Bursting the Bubble

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

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

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