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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Road to November: Election Insights from Strategas
Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
All That Matters: Shiny Signals
Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
All That Matters: 250 Years of American Optimism
Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.
Bull & Baird: Let's Talk Gold and Silver
Gold and Silver have risen sharply; Mike Antonelli looks at why this is and whether you should act on it.
Diversification: The "Free Lunch" of Portfolio Building
While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.
All That Matters: What Did We Learn?
What can April’s selloff (and Warren Buffet) teach us about long-term investing.
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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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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