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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Modern-Day Wealth Management
Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.
In the Markets Now: Investing Lessons from Covid
Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.
All That Matters: The Lay of the Land
Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.
Five for Friday – August 14, 2026
Ross looks at small business optimism, market momentum, and a new all-time high.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
All That Matters: What Lies Ahead
For the first episode of 2025, Mike and Ross pull back and look at the year to come.
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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.
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.
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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
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.
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