Investment | The Patty John and Jamie Roach Group

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: Infiltrating the Market

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

The Real Cost of a Vacation Home

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

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

The Best Market Indicator Is...

One data point out of context doesn’t tell you the full story.

In the Markets Now: The Reserve Currency

Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.

In the Markets Now: 2,025 Things for 2025

Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

Geopolitical Uncertainty Expected to Continue

The events in the Middle East fit the larger theme of geopolitical uncertainty that we are seeing across the world stage.

How Much Should You Be Worried About Inflation?

Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

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Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Finding the Balance

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

The Fed and How It Got That Way

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

Jane Bond: Infiltrating the Market

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Should You Invest in Exchange Traded Funds?

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.