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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The Business Cycle
How will you weather the ups and downs of the business cycle?
In the Markets Now: Iran Conflict (Week 3)
Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What the 1970s Can Teach Us About Inflation
Lessons from an age when inflation was anything but groovy.
Five for Friday – March 27, 2026
Ross looks at higher oil prices, the ongoing benefits of last year’s big tax bill, and the mood shift on rate cuts.
Everything You Need To Know About Trump Accounts
Trump Accounts offer a new way to save for a child's long-term financial future. Here's how they work.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Bull & Baird: The Siren's Call
In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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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.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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