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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Five for Friday – June 26, 2026
With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
All That Matters: Dawn of the AI Narrative
AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.
Five for Friday – September 18, 2026
Ross looks at the first rate hike since 2023, dot-com bubble comparisons, and why investors tend to underperform the market.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Best Market Indicator Is...
One data point out of context doesn’t tell you the full story.
All That Matters: The National Debt (Or Does It?)
Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.
In the Markets Now: The Reserve Currency
Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.
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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.
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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?
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