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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What Can a Million Dollars Buy You?

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

All That Matters: Is This the Top?

Is the bull market peaking? Not so fast. Mike & Ross discuss their continued optimism about the current market rally.

The Real Cost of a Vacation Home

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

• Articles

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  The Big Winners of the Inflation Reduction Act

  Earlier in August, Democrats passed a reconciliation bill that focuses on four key areas.

  Five for Friday – July 10, 2026

  Ross looks at market momentum, crude oil movement, jobs, and how we spend our time.

  The Anatomy of an Index

  The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

  In the Markets Now: Bull Market Biopsy

  With U.S. stocks near all-time highs, it’s natural to wonder if we are getting close to the end of this bull market.

  All That Matters: Summer's Over. What Matters Now?

  In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

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• Calculators

  College Savings

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

  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.

  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

  Investments

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

  Finding the Balance

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

  The Business Cycle

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

  The Real Cost of a Vacation Home

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

  From Boats to Brokers

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

  Bridging the Confidence Gap

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

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