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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Should You Invest in Exchange Traded Funds?

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

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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.

• Articles

  The Sequence of Returns

  A look at how variable rates of return impact investors over time.

  Making the Most of Employee Stock Ownership

  Employee stock purchase plans are powerful investment vehicles. Learn their key benefits and how to take advantage of them.

  5 Actions You Can Take in the Event of a Recession

  Recessions might be inevitable – it doesn’t mean you need to take them lying down.

  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?

  Diversification: The "Free Lunch" of Portfolio Building

  While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.

  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.

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• Calculators

  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.

  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.

  College Savings

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

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• Videos

  Inflation and Your Portfolio

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

  Investments

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

  Jane Bond: Scaling the Ladder

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

  The Fed and How It Got That Way

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

  The Business Cycle

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

  What Can a Million Dollars Buy You?

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

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