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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
All That Matters: What Did We Learn?
What can April’s selloff (and Warren Buffet) teach us about long-term investing.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Five for Friday – August 28, 2026
Ross zooms in on rising bond yields and looks at the latest data points on economic health.
The Ultimate Investing Hack
Don’t let a feeling of apathy keep you from investing for the long term.
Five for Friday – May 22, 2026
Ross looks at near-term bubble questions, long-term optimism and a big jump in corporate profit expectations.
Five for Friday – February 27, 2026
Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.
Bull & Baird: AI Narratives
AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.
These Are a Few of My Favorite Quotes
Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.
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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.
College Savings
See how much you may need to save now to cover future college costs for your child.
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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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?
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?"
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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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