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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Five for Friday – January 9, 2026
As geopolitics rattle headlines, Ross offers a calming historical perspective and hopeful insights for the market in 2026.
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.
Five for Friday – May 15, 2026
Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.
All That Matters: Summer's Over. What Matters Now?
In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
All That Matters: 250 Years of American Optimism
Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.
Everything You Need To Know About Trump Accounts
Trump Accounts offer a new way to save for a child's long-term financial future. Here's how they work.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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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.
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.
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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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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