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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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.
Optimism vs. Pessimism
Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Five for Friday – March 13, 2026
Ross looks at rising oil prices, gives a sanity check on dedollarization, and shares new data on remote work.
Modern-Day Wealth Management
Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.
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 Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
In the Markets Now: King Cash (and False Security)
Ross explains why cash feels comfortable but is not a wealth-building tool.
Bull & Baird: What a Run
Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.
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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.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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