Investment | Ally Shuman

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.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Have A Question About This Topic?

Investments

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

In the Markets Now: 2,025 Things for 2025

Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Dangers of Portfolio Tinkering

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

In the Markets Now: Scattered Thoughts on Gold

Gold is up 110% over two years — why, and why now?

All That Matters: The Lay of the Land

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

Alternative Investments - Going Mainstream

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

Surprising Upsides in a Down Market

In a perfect world, the stock market would only go up. However, even down markets can benefit investors in unexpected ways.

View all articles

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

Finding the Balance

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

The Real Cost of a Vacation Home

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

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.

Bursting the Bubble

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.