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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the Markets Now: Selloff Summary for April 21, 2025
Stocks dropped precipitously on concerns for the future of Fed independence and trade war persistence.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Five for Friday – August 14, 2026
Ross looks at small business optimism, market momentum, and a new all-time high.
In the Markets Now: Inspecting IPOs
There’s been growing hype about IPOs, but is it warranted?
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.
Bull & Baird: 7 Sins of Investing
Mike guides us out of bad investment habits and toward a better mindset for long-term wealth-building.
All That Matters: An Investing Dinner
Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?
The Best Market Indicator Is...
One data point out of context doesn’t tell you the full story.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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?"
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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