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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
All That Matters: Rambling and Gambling
How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?
Want To Invest in Real Estate?
Consider these five tips before adding an investment property to your portfolio.
Unpacking What It Means To Be a Fiduciary
The fiduciary standard offers protection for investors, but that’s not the whole story.
Five for Friday – August 28, 2026
Ross zooms in on rising bond yields and looks at the latest data points on economic health.
Bull & Baird: Elections and You
Elections matter in many ways. But for your portfolio? They don't matter as much as you might think.
Five for Friday – May 22, 2026
Ross looks at near-term bubble questions, long-term optimism and a big jump in corporate profit expectations.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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