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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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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?"
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Does Diversification Still Work?
Hindsight may be 20/20, but investing is about looking forward.
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
Some Things Are Just Too Hard
How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.
Modern-Day Wealth Management
Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.
Five for Friday – July 17, 2026
Ross looks at the relationship between expectations and outcomes, especially when a rally begins to make people nervous.
Everything You Need To Know About Trump Accounts
Trump Accounts offer a new way to save for a child's long-term financial future. Here's how they work.
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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.
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.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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