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

Inflation and Your Portfolio

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

All That Matters: Summer's Over. What Matters Now?

In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

Should I Invest in Gold?

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

• Articles

  Bull & Bear Markets: A Timeline

  This helpful infographic will define bull and bear markets, as well as give a historical overview.

  Wealth Management Mailbag: Summer 2022

  In this issue of the Wealth Management Mailbag, Ross Mayfield and Laura Davis answer client questions about the bear market.

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  Even Now, There Are Reasons To Own Bonds

  Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

  Five for Friday – January 16, 2026

  Ross pushes backs on alarmism about the U.S. dollar, looks at bull market staying power, and checks on the labor market.

  In the Markets Now: Scattered Thoughts on Gold

  Gold is up 110% over two years — why, and why now?

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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.

  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.

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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• Videos

  The Fed and How It Got That Way

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

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

  From Boats to Brokers

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

  The Junk Drawer Approach to Investing

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

  Finding the Balance

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

  Bursting the Bubble

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

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