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 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.
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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?"
In the Markets Now: Labor Day Labor Market Update
Ross checks in with several noteworthy indicators of labor market health.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Five for Friday — January 30, 2026
Ross reflects on five of his favorite quotes from Warren Buffett.
In the Markets Now: Bubbles
Amid FOMO, the attention economy, and talk of bubbles, every investor must run their own race.
How Should I Save for My Child’s Education?
Five vehicles that can help you make the most of saving for college.
All That Matters: 250 Years of American Optimism
Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.
In the Markets Now: Investing at All-Time Highs
All-time highs can make investors nervous to dive in, but Ross looks to the data for a counter-argument.
ESG Under the Microscope
Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.
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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.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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