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.
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.
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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?"
Five for Friday – February 27, 2026
Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Road to November: Election Insights from Strategas
Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.
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.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
All That Matters: Is This the Top?
Is the bull market peaking? Not so fast. Mike & Ross discuss their continued optimism about the current market rally.
Five for Friday – April 17, 2026
Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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