Investment | Don Barry

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 Real Cost of a Vacation Home

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

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Investments

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

Modern-Day Wealth Management

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

The Cycle of Investing

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

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.

All That Matters: All-Time Highs, All-Time Worries

In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

All That Matters: The Next Bear Market

The next bear market is inevitable – will you be prepared?

All That Matters: What Did We Learn?

What can April’s selloff (and Warren Buffet) teach us about long-term investing.

Washington Policy Research: Rebuilding a Tariff Regime

Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented.

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Monthly Budget

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

College Savings

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

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.

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Jane Bond: Infiltrating the Market

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

Investments

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

The Business Cycle

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Fed and How It Got That Way

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

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.