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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
In the Markets Now: 2,026 Things for 2026
Ross has fun with numbers and dishes a wealth of good information for investors to know as we head into 2026.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Five for Friday – August 7, 2026
Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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.
Five for Friday – June 26, 2026
With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.
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.
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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.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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