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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Have A Question About This Topic?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
In the Markets Now: Taking Action
Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?
All That Matters: War and the Stock Market
Mike and Ross unpack how wars really move the markets.
A Deeper Look at the National Debt
Strategas Chief Economist Don Rissmiller discusses in-depth the issues he’s watching on the budget deficit and national debt.
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
Five for Friday - April 10, 2026
Ross looks at how the market and economy have held up amid uncertainty, then gives Washington a hat tip for the Patent Act.
Five for Friday – February 27, 2026
Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.
View all articles
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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.
View all calculators
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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
View all videos
-
Articles
-
Calculators
-
Videos