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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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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).
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
In the Markets Now: War in Iran
As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.
Bull & Baird: Perspective
Mike talks about the importance of stepping back to notice how far you've coming.
Geopolitical Uncertainty Expected to Continue
The events in the Middle East fit the larger theme of geopolitical uncertainty that we are seeing across the world stage.
Five for Friday – April 24, 2026
Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.
Five for Friday – January 16, 2026
Ross pushes backs on alarmism about the U.S. dollar, looks at bull market staying power, and checks on the labor market.
Staying the Course
Focus too much on day-to-day market performance and you could miss the larger trend.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
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.
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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?"
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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