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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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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.
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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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.
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.
In the Markets Now: Soft Landings and Bull Markets
The current bull market is set to enter its third year. What are the real risks facing investors?
Five for Friday – May 1, 2026
Ross sizes up this bull market then looks at sentiment, software jobs, and more.
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.
The Case for Liquidity
The best way to maximize your outcomes is to maximize your choices.
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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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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