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.

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Finding the Balance

Finding the Balance

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

All That Matters: 250 Years of American Optimism

All That Matters: 250 Years of American Optimism

Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Modeling Good Financial Behavior for Your Kids

Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.

In the Markets Now: Selloff Summary for April 21, 2025

Stocks dropped precipitously on concerns for the future of Fed independence and trade war persistence.

Market Volatility Rising Amid Conflict in Iran

Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Five for Friday — February 6, 2026

Ross looks at corporate profits, the swoon in Bitcoin, and Gold’s movements—and reminds us to run our own race.

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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.

Student Loan Payoff Calculator: Extra Payments Can Save You

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

College Savings

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

Monthly Budget

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

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Inflation and Your Portfolio

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

What Can a Million Dollars Buy You?

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

Global and International Funds

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Junk Drawer Approach to Investing

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

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