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.
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.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
All That Matters: Summer's Over. What Matters Now?
In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.
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.
All That Matters: Invest Your Age
Mike and Ross explore why investing doesn't end at retirement.
In the Markets Now: Soft Landings and Bull Markets
The current bull market is set to enter its third year. What are the real risks facing investors?
In the Markets Now: The Reserve Currency
Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.
Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie
This month's Washington Policy Research outlines President Trump's tariffs into five buckets.
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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.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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?
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