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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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Nvidia and Hindsight Bias
“In looking back, I knew it all along.”
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
In the Markets Now: Taking Action
Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?
Five for Friday – July 31, 2026
Ross looks at the breadth of today’s market and the lessons of the past to gauge market resilience.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
All That Matters: Hype and Hidden Risks
Mike and Ross look beyond hype to the real market risks facing investors
Nvidia and Hindsight Bias
“In looking back, I knew it all along.”
Wealth Management Mailbag: Fall 2022
Why is inflation so hard to tamp down, and how does raising rates help?
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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.
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.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in 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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
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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