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.

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The Fed and How It Got That Way

The Fed and How It Got That Way

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

All That Matters: Summer's Over. What Matters Now?

All That Matters: Summer's Over. What Matters Now?

In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

The Business Cycle

The Business Cycle

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

All That Matters: An Investing Dinner

Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?

Can a Stock Market Selloff Be a Good Thing?

When a down market can be a blessing in disguise.

You've Made Your Career Move - Now What?

With a little planning, you can avoid leaving money on the table as you switch jobs.

All That Matters: Summer's Over. What Matters Now?

In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

To Bubble or Not to Bubble: That Is the Question

With today’s high stock market valuations, Baird's John Taft and Mike Antonelli discuss how to handle a potential bubble.

In the Markets Now: King Cash (and False Security)

Ross explains why cash feels comfortable but is not a wealth-building tool.

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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.

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.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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.

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