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.

Jane Bond: Scaling the Ladder

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

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Finding the Balance

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

All That Matters: Can't Keep a Good Market Down

Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

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.

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.

The Ultimate Investing Hack

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

5 Actions You Can Take in the Event of a Recession

Recessions might be inevitable – it doesn’t mean you need to take them lying down.

Bank Failures Spark Questions Over Deposit Insurance

Our Washington Policy Research team explores the debate in Washington about whether to expand federal deposit insurance.

Some Things Are Just Too Hard

How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

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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.

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.

College Savings

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

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Should I Invest in Gold?

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

Global and International Funds

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

Jane Bond: Scaling the Ladder

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

Investments

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