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.
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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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: The Worries That Weren't
Mike and Ross revisit the worries markets left behind.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the Markets Now: What I'm Thankful For
There’s a lot to be thankful for in the markets.
In the Markets Now: Faulty Signals
Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?
In the Markets Now: Bubbles
Amid FOMO, the attention economy, and talk of bubbles, every investor must run their own race.
5 Actions You Can Take in the Event of a Recession
Recessions might be inevitable – it doesn’t mean you need to take them lying down.
What You Can (And Can’t) Pay for With 529 Funds
529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.
In the Markets Now: Averages and Roller Coasters
The S&P 500's average annual return has been 10% for a century...but that's almost never how it feels.
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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.
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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