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.

Jane Bond: Infiltrating the Market

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

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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: The Worries That Weren't

Mike and Ross revisit the worries markets left behind.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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?

In the Markets Now: Soft Landings and Bull Markets

The current bull market is set to enter its third year. What are the real risks facing investors?

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

All That Matters: Should You Be Worried About a Recession?

Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.

Five for Friday – March 6, 2026

Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.

Bull & Baird: When Dreamers Dare

What the Miracle on Ice reveals about the enduring power of American optimism.

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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.

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.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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?"

Should You Invest in Exchange Traded Funds?

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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.

Jane Bond: Infiltrating the Market

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