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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Five for Friday – August 21, 2026
Ross looks at silver linings to bubbles, the average stock, the importance of breadth and the danger of leverage.
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.
Bull & Baird: What Moves the U.S. Stock Market?
Why did the market begin 2026 with new highs even after headlining-grabbing recent events in Venezuela?
In the Markets Now: War in Iran
As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.
Five for Friday – August 28, 2026
Ross zooms in on rising bond yields and looks at the latest data points on economic health.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The Ultimate Investing Hack
Don’t let a feeling of apathy keep you from investing for the long term.
Five for Friday – October 2, 2026
Ross looks at this year’s strong corporate profit growth, Iran, and the historical relative strength of fourth quarters.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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.
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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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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.
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