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.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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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.

The Best Market Indicator Is...

One data point out of context doesn’t tell you the full story.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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.

The Big Winners of the Inflation Reduction Act

Earlier in August, Democrats passed a reconciliation bill that focuses on four key areas.

Five for Friday – September 18, 2026

Ross looks at the first rate hike since 2023, dot-com bubble comparisons, and why investors tend to underperform the market.

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.

Five for Friday – August 28, 2026

Ross zooms in on rising bond yields and looks at the latest data points on economic health.

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

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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.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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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: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.