Investment | Erin Calkins

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.

Bridging the Confidence Gap

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

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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.

These Are a Few of My Favorite Quotes

Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.

The Real Cost of a Vacation Home

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

The Year of Living Dangerously

What did sitting at home and watching the stock market for 12 months teach young people about investing?

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.

Five for Friday – July 31, 2026

Ross looks at the breadth of today’s market and the lessons of the past to gauge market resilience.

All That Matters: War and the Stock Market

Mike and Ross unpack how wars really move the markets.

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?

All That Matters: The National Debt (Or Does It?)

Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.

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Debt-to-Income Ratio Calculator

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

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.

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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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Investments

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

Global and International Funds

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

The Junk Drawer Approach to Investing

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

The Real Cost of a Vacation Home

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

Jane Bond: Infiltrating the Market

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