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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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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 – September 4, 2026
Ross looks at expectations for rate hikes, the seasonality of elections (and autumn in general), and the commodity market.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Five for Friday – May 1, 2026
Ross sizes up this bull market then looks at sentiment, software jobs, and more.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Dangers of Portfolio Tinkering
“Your money is like a bar of soap – the more you handle it, the less you’ll have.”
Five for Friday – February 27, 2026
Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.
Bull & Baird: When Uncertainty Reigns
What can a recent spring storm tell us about the market's current volatility?
In the Markets Now: Betting Boom
The line between investing and gambling has blurred. Ross adds some clarity.
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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.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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