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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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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.
Five for Friday – August 7, 2026
Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
All That Matters: Invest Your Age
Mike and Ross explore why investing doesn't end at retirement.
The Surprising Similarities of Pickleball and Investing
PWM Market Strategist Mike Antonelli unpacks with the simplicities of pickleball and what it can tell us about investing.
Everything You Need To Know About Trump Accounts
Trump Accounts offer a new way to save for a child's long-term financial future. Here's how they work.
2026 Market and Policy Outlook
See what’s ahead for markets and policy in 2026 – and how it could impact you.
Bull & Baird: 7 Virtues of Investing
After writing on the 7 sins of investing, Mike turns to the 7 virtues. How many apply to your investing style?
In the Markets Now: Betting Boom
The line between investing and gambling has blurred. Ross adds some clarity.
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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.
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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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?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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.
View all videos
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