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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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The Business Cycle
How will you weather the ups and downs of the business cycle?
All That Matters: Is This the Top?
Is the bull market peaking? Not so fast. Mike & Ross discuss their continued optimism about the current market rally.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Building Wealth in College
Start building your money and investment management skills in college with these practices.
In the Markets Now: 2,026 Things for 2026
Ross has fun with numbers and dishes a wealth of good information for investors to know as we head into 2026.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Five for Friday – July 10, 2026
Ross looks at market momentum, crude oil movement, jobs, and how we spend our time.
Bull & Baird: AI Narratives
AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.
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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.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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