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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Five for Friday – July 10, 2026
Ross looks at market momentum, crude oil movement, jobs, and how we spend our time.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In the Markets Now: Bitcoin Thoughts
Ross tackles the return of Bitcoin buzz with an explainer on how to think of crypto from an investment perspective.
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.
In the Markets Now: War in Iran
As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.
In the Markets Now: Labor Day Labor Market Update
Ross checks in with several noteworthy indicators of labor market health.
All That Matters: 250 Years of American Optimism
Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.
All That Matters: Hype and Hidden Risks
Mike and Ross look beyond hype to the real market risks facing investors
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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.
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.
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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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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