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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
All That Matters: Weathering a Storm
Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Five for Friday - January 23, 2026
Ross shares lessons from Tuesday’s selloff, from bond yields and the yen carry trade to small U.S. stocks vs. big ones.
Bull & Baird: You're Afraid, Read This.
If you're feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.
In the Markets Now: Averages and Roller Coasters
The S&P 500's average annual return has been 10% for a century...but that's almost never how it feels.
Some Things Are Just Too Hard
How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.
In the Markets Now: The Reserve Currency
Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.
What You Can (And Can’t) Pay for With 529 Funds
529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
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.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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?"
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