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

Bridging the Confidence Gap

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

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.

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 Business Cycle

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

• Articles

  In the Markets Now: The Selloff

  Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  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.

  All That Matters: Your Greatest Challenge

  Mike and Ross tackle what they believe to be the hardest thing about being an investor.

  All That Matters: Busting Market Myths

  Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.

  Five for Friday – May 15, 2026

  Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.

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• Videos

  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.

  Bridging the Confidence Gap

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

  Jane Bond: Scaling the Ladder

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

  The Junk Drawer Approach to Investing

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

  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.

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