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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
In the Markets Now: Betting Boom
The line between investing and gambling has blurred. Ross adds some clarity.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Getting Ahead of the Curve
Learn how to use bond ladders to make the most of higher interest rates without locking yourself into a long-term investment.
Five for Friday – October 9, 2026
Ross looks at new highs, the effect of rising yields, the market’s current “cheapness,” and a couple of historical tidbits.
The Best Market Indicator Is...
One data point out of context doesn’t tell you the full story.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
In the Markets Now: Selloff Summary for April 3
The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.
All That Matters: All-Time Highs, All-Time Worries
In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.
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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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
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.
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