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

Jane Bond: Infiltrating the Market

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

From Boats to Brokers

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

All That Matters: Weathering a Storm

Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.

Should You Invest in Exchange Traded Funds?

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

• Articles

  Bull & Baird: When Uncertainty Reigns

  What can a recent spring storm tell us about the market's current volatility?

  What the 1970s Can Teach Us About Inflation

  Lessons from an age when inflation was anything but groovy.

  All That Matters: 2025 Unwrapped

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

  In the Markets Now: Averages and Roller Coasters

  The S&P 500's average annual return has been 10% for a century...but that's almost never how it feels.

  In the Markets Now: War in Iran

  As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

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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

  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?"

  What Can a Million Dollars Buy You?

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

  The Junk Drawer Approach to Investing

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

  Investments

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

  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.

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