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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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the Markets Now: Bitcoin Thoughts
Ross tackles the return of Bitcoin buzz with an explainer on how to think of crypto from an investment perspective.
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.
All That Matters: An Investing Dinner
Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?
2026 Market and Policy Outlook
See what’s ahead for markets and policy in 2026 – and how it could impact you.
All That Matters: Weathering a Storm
Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.
In the Markets Now: The Selloff
Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Five for Friday – September 11, 2026
Ross mines bull market history, highlights good jobs news, and notes how the SpaceX share price is back where it began.
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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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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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