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 Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Can a Million Dollars Buy You?

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

What You Can (And Can’t) Pay for With 529 Funds

529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

From Boats to Brokers

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

• Articles

  Bull & Baird: What a Run

  Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

  Bull & Baird: Perspective

  Mike talks about the importance of stepping back to notice how far you've coming.

  All That Matters: Busting Market Myths

  Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.

  All That Matters: Things That Surprise Us

  Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.

  Pullbacks, Corrections, and Bear Markets

  When the market experiences volatility, it may be a good time to review these common terms.

  View all articles

• 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.

  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

• Videos

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Global and International Funds

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

  Jane Bond: Scaling the Ladder

  Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

  Investments

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

  Inflation and Your Portfolio

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

  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.

  View all videos