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.

From Boats to Brokers

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

The Road to November: Election Insights from Strategas

Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.

The Junk Drawer Approach to Investing

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

• Articles

  The Case for Liquidity

  The best way to maximize your outcomes is to maximize your choices.

  Reg BI - A Win for All Involved

  Reg BI increases investor protection while preserving the right to choose who to work with and which services to use.

  In the Markets Now: What the Rate Cuts Mean

  After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.

  In the Markets Now: Selloff Summary for January 20, 2026

  Equity markets fell on Tuesday as geopolitical tensions ramped up and global bond yields spiked.

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

  All That Matters: War and the Stock Market

  Mike and Ross unpack how wars really move the markets.

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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.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  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.

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• Videos

  From Boats to Brokers

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

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  Are Alternative Investments Right for You?

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

  Bursting the Bubble

  Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

  Finding the Balance

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

  Should You Invest in Exchange Traded Funds?

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

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