Investment | Sam Sawyer

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.

The Fed and How It Got That Way

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

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Jane Bond: Infiltrating the Market

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

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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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: Busting Market Myths

Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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.

All That Matters: Rambling and Gambling

How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?

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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.

College Savings

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

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The Fed and How It Got That Way

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

Bursting the Bubble

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

Finding the Balance

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Real Cost of a Vacation Home

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

The Cycle of Investing

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