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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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Understanding The Fed’s Highwire Act
How do you choose between low unemployment and low inflation?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Wealth Management Mailbag: Summer 2022
In this issue of the Wealth Management Mailbag, Ross Mayfield and Laura Davis answer client questions about the bear market.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Bull & Baird: You're Afraid, Read This.
If you're feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.
In the Markets Now: Bull Market Biopsy
With U.S. stocks near all-time highs, it’s natural to wonder if we are getting close to the end of this bull market.
Five for Friday – September 11, 2026
Ross mines bull market history, highlights good jobs news, and notes how the SpaceX share price is back where it began.
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.
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.
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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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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