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

What Can a Million Dollars Buy You?

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

Finding the Balance

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

The Big Winners of the Inflation Reduction Act

Earlier in August, Democrats passed a reconciliation bill that focuses on four key areas.

Global and International Funds

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

• Articles

  How Much Should You Be Worried About Inflation?

  Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  Wealth Management Mailbag: Fall 2022

  Why is inflation so hard to tamp down, and how does raising rates help?

  Five for Friday – November 21, 2025

  This week, Ross looks at sources of investor anxiety and why each one is probably over-blown right now.

  In the Markets Now: Faulty Signals

  Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?

  Can a Stock Market Selloff Be a Good Thing?

  When a down market can be a blessing in disguise.

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• Calculators

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Monthly Budget

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

  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.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

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• Videos

  Are Alternative Investments Right for You?

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

  Bridging the Confidence Gap

  In the world of finance, the effects of the "confidence gap" can be especially apparent.

  The Business Cycle

  How will you weather the ups and downs of the business cycle?

  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.

  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?"

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