Investment | The Peters 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.

Inflation and Your Portfolio

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

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Bridging the Confidence Gap

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

All That Matters: Invest Your Age

Mike and Ross explore why investing doesn't end at retirement.

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.

Reg BI - A Win for All Involved

Reg BI increases investor protection while preserving the right to choose who to work with and which services to use.

All That Matters: The Worries That Weren't

Mike and Ross revisit the worries markets left behind.

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.

Washington Policy Research: Rebuilding a Tariff Regime

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

A Deeper Look at the National Debt

Strategas Chief Economist Don Rissmiller discusses in-depth the issues he’s watching on the budget deficit and national debt.

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

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What Is My Net Worth?

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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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Bursting the Bubble

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

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.

The Business Cycle

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

Jane Bond: Scaling the Ladder

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

Inflation and Your Portfolio

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.