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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
In the Markets Now: Iran Conflict (Week 3)
Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bull & Baird: Perspective
Mike talks about the importance of stepping back to notice how far you've coming.
All That Matters: Rambling and Gambling
How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
All That Matters: The National Debt (Or Does It?)
Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.
In the Markets Now: Inspecting IPOs
There’s been growing hype about IPOs, but is it warranted?
Five for Friday – June 26, 2026
With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.
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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.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
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?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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