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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
All That Matters: Hype and Hidden Risks
Mike and Ross look beyond hype to the real market risks facing investors
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What the 1970s Can Teach Us About Inflation
Lessons from an age when inflation was anything but groovy.
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.
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.
ESG Under the Microscope
Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.
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.
All That Matters: Things That Surprise Us
Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.
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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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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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 Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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 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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