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

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.

The Fed and How It Got That Way

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

All That Matters: 2025 Unwrapped

Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

• Articles

  Modern-Day Wealth Management

  Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.

  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.

  Five for Friday – March 6, 2026

  Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.

  Five for Friday – March 13, 2026

  Ross looks at rising oil prices, gives a sanity check on dedollarization, and shares new data on remote work.

  Required Reading: The Economic Report of the President

  The Economic Report of the President can help identify the forces driving — or dragging — the economy.

  In the Markets Now: What I'm Thankful For

  There’s a lot to be thankful for in the markets.

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• Videos

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Finding the Balance

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

  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.

  The Junk Drawer Approach to Investing

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

  From Boats to Brokers

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

  Are Alternative Investments Right for You?

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

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