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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
All That Matters: All-Time Highs, All-Time Worries
In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
All That Matters: Rambling and Gambling
How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?
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.
Five for Friday – July 17, 2026
Ross looks at the relationship between expectations and outcomes, especially when a rally begins to make people nervous.
Even Now, There Are Reasons To Own Bonds
Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?
All That Matters: Shiny Signals
Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.
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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.
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.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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