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 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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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Five for Friday – July 17, 2026
Ross looks at the relationship between expectations and outcomes, especially when a rally begins to make people nervous.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
In the Markets Now: When To Diversify
Ross explains the wisdom of a diversified portfolio.
All That Matters: Busting Market Myths
Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.
Market Volatility Rising Amid Conflict in Iran
Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
College Savings
See how much you may need to save now to cover future college costs for your child.
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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