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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
In the Markets Now: Inspecting IPOs
There’s been growing hype about IPOs, but is it warranted?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
A Deeper Look at the National Debt
Strategas Chief Economist Don Rissmiller discusses in-depth the issues he’s watching on the budget deficit and national debt.
Bull & Baird: 7 Sins of Investing
Mike guides us out of bad investment habits and toward a better mindset for long-term wealth-building.
In the Markets Now: What the Rate Cuts Mean
After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.
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.
All That Matters: 2025 Unwrapped
Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.
How Should I Save for My Child’s Education?
Five vehicles that can help you make the most of saving for college.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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