Investment | The Nelson Goelz 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.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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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.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

From Boats to Brokers

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

Market Volatility Rising Amid Conflict in Iran

Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.

Getting Ahead of the Curve

Learn how to use bond ladders to make the most of higher interest rates without locking yourself into a long-term investment.

All That Matters: Weathering a Storm

Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.

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.

Five for Friday – January 16, 2026

Ross pushes backs on alarmism about the U.S. dollar, looks at bull market staying power, and checks on the labor market.

Wealth Management Mailbag: Spring 2022

In this issue of the Wealth Management Mailbag, our wealth experts answer clients’ questions on inflation and cryptocurrency.

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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.

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.

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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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Bridging the Confidence Gap

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

Are Alternative Investments Right for You?

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

The Business Cycle

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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Global and International Funds

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