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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Five for Friday – August 14, 2026
Ross looks at small business optimism, market momentum, and a new all-time high.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
Five for Friday – April 17, 2026
Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.
All That Matters: An Investing Dinner
Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?
Five for Friday – June 5, 2026
Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so far.
All That Matters: Busting Market Myths
Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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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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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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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