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: Scaling the Ladder

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

Finding the Balance

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

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Cycle of Investing

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

• Articles

  Investing with Your Heart

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

  All That Matters: Rambling and Gambling

  How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?

  Five for Friday – April 17, 2026

  Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  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.

  Five for Friday – November 14, 2025

  This week, Ross looks at the fundamentals beneath share prices and why the broad stock market doesn’t look expensive.

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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.

  College Savings

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

  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.

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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.

  Are Alternative Investments Right for You?

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

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  The Cycle of Investing

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

  Bridging the Confidence Gap

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

  From Boats to Brokers

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

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