Investment | Chad Restori

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.

Inflation and Your Portfolio

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

Have A Question About This Topic?

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?"

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.

Jane Bond: Infiltrating the Market

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

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

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: What Lies Ahead

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

In the Markets Now: Quick Crash, Quick Bounce

A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

All That Matters: All-Time Highs, All-Time Worries

In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.

View all articles

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.

View all calculators

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.

Jane Bond: Scaling the Ladder

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

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.