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 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.

Bridging the Confidence Gap

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

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Investments

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

• Articles

  Five for Friday – May 1, 2026

  Ross sizes up this bull market then looks at sentiment, software jobs, and more.

  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.

  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.

  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?

  Getting Ahead of the Curve

  Learn how to use bond ladders to make the most of higher interest rates without locking yourself into a long-term investment.

  All That Matters: What Lies Ahead

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

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• Calculators

  College Savings

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

  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.

  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

  Bridging the Confidence Gap

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

  Investments

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

  Jane Bond: Infiltrating the Market

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

  The Junk Drawer Approach to Investing

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

  From Boats to Brokers

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

  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.

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