Investment | Bob Sargent

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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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.

In the Markets Now: Bull Market Biopsy

With U.S. stocks near all-time highs, it’s natural to wonder if we are getting close to the end of this bull market.

Inflation and Your Portfolio

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

In the Markets Now: Selloff Summary for January 20, 2026

Equity markets fell on Tuesday as geopolitical tensions ramped up and global bond yields spiked.

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.

All That Matters: An Investing Dinner

Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?

Modern-Day Wealth Management

Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

In the Markets Now: Selloff Summary for April 21, 2025

Stocks dropped precipitously on concerns for the future of Fed independence and trade war persistence.

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Debt-to-Income Ratio Calculator

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

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.

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.

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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 Junk Drawer Approach to Investing

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

Should I Invest in Gold?

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

Jane Bond: Scaling the Ladder

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

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?"

The Fed and How It Got That Way

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