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.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Five for Friday – November 14, 2025

This week, Ross looks at the fundamentals beneath share prices and why the broad stock market doesn’t look expensive.

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.

In the Markets Now: Quick Crash, Quick Bounce

A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

In the Markets Now: Faulty Signals

Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?

What the 1970s Can Teach Us About Inflation

Lessons from an age when inflation was anything but groovy.

Five for Friday – September 25, 2026

Ross looks at optimistic data for the labor market, the state of the AI ecosystem, and corporate profits.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Five for Friday – August 7, 2026

Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.

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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.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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.

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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?"