Investment | OARS 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: Scaling the Ladder

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

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Bursting the Bubble

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

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.

The Fed and How It Got That Way

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

2026 Mid-Year Market Outlook | Baird Strategas

Baird Strategas on key themes for investors to watch in the second half of 2026.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Unpacking What It Means To Be a Fiduciary

The fiduciary standard offers protection for investors, but that’s not the whole story.

All That Matters: The Lay of the Land

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

All That Matters: 250 Years of American Optimism

Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

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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.

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.

College Savings

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

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The Junk Drawer Approach to Investing

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

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.

Should I Invest in Gold?

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

From Boats to Brokers

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

The Real Cost of a Vacation Home

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