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 Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

All That Matters: What Did We Learn?

What can April’s selloff (and Warren Buffet) teach us about long-term investing.

All That Matters: 2025 Unwrapped

Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.

All That Matters: Things That Surprise Us

Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.

Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie

This month's Washington Policy Research outlines President Trump's tariffs into five buckets.

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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.

College Savings

See how much you may need to save now to cover future college costs for your child.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.