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

The Fed and How It Got That Way

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

Global and International Funds

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

In the Markets Now: Faulty Signals

Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?

What Can a Million Dollars Buy You?

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

• Articles

  All That Matters: War and the Stock Market

  Mike and Ross unpack how wars really move the markets.

  Want To Invest in Real Estate?

  Consider these five tips before adding an investment property to your portfolio.

  Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie

  This month's Washington Policy Research outlines President Trump's tariffs into five buckets.

  How to Deal With the Inevitable Volatility

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

  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.

  All That Matters: Can't Keep a Good Market Down

  Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

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• Calculators

  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.

  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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• Videos

  Global and International Funds

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

  Finding the Balance

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

  The Cycle of Investing

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

  Are Alternative Investments Right for You?

  With alternative investments, it’s critical to sort through the complexity.

  From Boats to Brokers

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

  Investments

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

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