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.

What Can a Million Dollars Buy You?

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

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Building Wealth in College

Start building your money and investment management skills in college with these practices.

The Real Cost of a Vacation Home

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

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

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.

Five for Friday – February 27, 2026

Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.

Five for Friday – May 29, 2026

Ross talks consumer sentiment, “vibecession,” and an asset class that could be a useful diversifier beyond stocks and bonds.

Five for Friday – October 2, 2026

Ross looks at this year’s strong corporate profit growth, Iran, and the historical relative strength of fourth quarters.

Five for Friday – February 20, 2026

Are we in an AI bubble? Are we approaching a market top? Ross tackles both questions.

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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.

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.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Finding the Balance

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

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.