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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The Fed and How It Got That Way

The Fed and How It Got That Way

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

Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Bridging the Confidence Gap

Bridging the Confidence Gap

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

Five for Friday – May 22, 2026

Ross looks at near-term bubble questions, long-term optimism and a big jump in corporate profit expectations.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

All That Matters: 2025 Unwrapped

Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.

The Dangers of Portfolio Tinkering

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

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.

Five for Friday – July 31, 2026

Ross looks at the breadth of today’s market and the lessons of the past to gauge market resilience.

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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.

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.

Debt-to-Income Ratio Calculator

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

Monthly Budget

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

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Jane Bond: Infiltrating the Market

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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?

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.

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