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

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?"

Investments

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

The Cycle of Investing

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

• Articles

  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.

  Five for Friday – July 17, 2026

  Ross looks at the relationship between expectations and outcomes, especially when a rally begins to make people nervous.

  Wealth Management Mailbag: Fall 2022

  Why is inflation so hard to tamp down, and how does raising rates help?

  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.

  Bull & Baird: 7 Virtues of Investing

  After writing on the 7 sins of investing, Mike turns to the 7 virtues. How many apply to your investing style?

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

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• Calculators

  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.

  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.

  What Is My Net Worth?

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

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• Videos

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  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 Fed and How It Got That Way

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

  What Can a Million Dollars Buy You?

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

  Jane Bond: Infiltrating the Market

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

  Should You Invest in Exchange Traded Funds?

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

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