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 Cycle of Investing

The Cycle of Investing

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

Surprising Upsides in a Down Market

Surprising Upsides in a Down Market

In a perfect world, the stock market would only go up. However, even down markets can benefit investors in unexpected ways.

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

All That Matters: Shiny Signals

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

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.

These Are a Few of My Favorite Quotes

Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.

Five for Friday – November 21, 2025

This week, Ross looks at sources of investor anxiety and why each one is probably over-blown right now.

The Ultimate Investing Hack

Don’t let a feeling of apathy keep you from investing for the long term.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

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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.

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.

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The Cycle of Investing

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Invest in Exchange Traded Funds?

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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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