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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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
All That Matters: 250 Years of American Optimism
Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In the Markets Now: 2,025 Things for 2025
Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.
In the Markets Now: Selloff Summary for January 20, 2026
Equity markets fell on Tuesday as geopolitical tensions ramped up and global bond yields spiked.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Best Market Indicator Is...
One data point out of context doesn’t tell you the full story.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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