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.

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Investments

Investments

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

Five for Friday – May 1, 2026

Five for Friday – May 1, 2026

Ross sizes up this bull market then looks at sentiment, software jobs, and more.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

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

In the Markets Now: Iran Conflict (Week 3)

Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.

All That Matters: War and the Stock Market

Mike and Ross unpack how wars really move the markets.

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.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Bull & Baird: The Siren's Call

In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.

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.

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Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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.

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.

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The Cycle of Investing

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

Jane Bond: Infiltrating the Market

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

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.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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.

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