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.
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.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
In the Markets Now: Iran Conflict (Week 3)
Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
You've Made Your Career Move - Now What?
With a little planning, you can avoid leaving money on the table as you switch jobs.
All That Matters: The Worries That Weren't
Mike and Ross revisit the worries markets left behind.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Five for Friday – September 25, 2026
Ross looks at optimistic data for the labor market, the state of the AI ecosystem, and corporate profits.
The Case for Liquidity
The best way to maximize your outcomes is to maximize your choices.
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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.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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