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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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
These Are a Few of My Favorite Quotes
Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
Five for Friday – November 21, 2025
This week, Ross looks at sources of investor anxiety and why each one is probably over-blown right now.
The Case for Liquidity
The best way to maximize your outcomes is to maximize your choices.
In the Markets Now: King Cash (and False Security)
Ross explains why cash feels comfortable but is not a wealth-building tool.
Bull & Baird: What a Run
Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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.
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.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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