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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Jane Bond: Scaling the Ladder

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

How to Deal With the Inevitable Volatility

Though they can be painful, market corrections are a natural and necessary part of long-term investing.

Investments

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

• Articles

  In the Markets Now: War in Iran

  As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.

  In the Markets Now: 2,025 Things for 2025

  Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

  To Bubble or Not to Bubble: That Is the Question

  With today’s high stock market valuations, Baird's John Taft and Mike Antonelli discuss how to handle a potential bubble.

  In the Markets Now: Selloff Summary for April 3

  The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.

  Unpacking What It Means To Be a Fiduciary

  The fiduciary standard offers protection for investors, but that’s not the whole story.

  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

  What Is My Net Worth?

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

  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.

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

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• Videos

  Should You Invest in Exchange Traded Funds?

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

  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.

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  The Cycle of Investing

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

  What Can a Million Dollars Buy You?

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

  Should I Invest in Gold?

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

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