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 Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Inflation and Your Portfolio

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

Five for Friday — February 6, 2026

Ross looks at corporate profits, the swoon in Bitcoin, and Gold’s movements—and reminds us to run our own race.

Bursting the Bubble

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

• Articles

  In the Markets Now: Investing Lessons from Covid

  Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.

  All That Matters: Post-Election Roundup

  Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

  All That Matters: What Lies Ahead

  For the first episode of 2025, Mike and Ross pull back and look at the year to come.

  Significant Consumer Stimulus Arrives in 2026

  After a challenging 2025, consumers will benefit from a boost in 2026 due to significant stimulus on the horizon.

  Five for Friday – March 6, 2026

  Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.

  The Surprising Similarities of Pickleball and Investing

  PWM Market Strategist Mike Antonelli unpacks with the simplicities of pickleball and what it can tell us about investing.

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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.

  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.

  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.

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• Videos

  Finding the Balance

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

  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 Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  The Real Cost of a Vacation Home

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

  Bursting the Bubble

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

  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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