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 Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
In the Markets Now: Selloff Summary for June 5, 2026
Equity markets fell on Friday, June 5 as the prospect of higher rates met AI anxiety and sent investors into profit-taking.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
In the Markets Now: Investing at All-Time Highs
All-time highs can make investors nervous to dive in, but Ross looks to the data for a counter-argument.
In the Markets Now: Investing Lessons from Covid
Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.
All That Matters: The Next Bear Market
The next bear market is inevitable – will you be prepared?
Five for Friday – July 24, 2026
Ross looks at what’s happening under the market’s surface and why investors may not be as diversified as they think they are.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
How Much Should You Be Worried About Inflation?
Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.
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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.
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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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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?"
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