Investment
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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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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.
Bull & Baird: AI Narratives
AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Five for Friday – March 6, 2026
Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
In the Markets Now: What I'm Thankful For
There’s a lot to be thankful for in the markets.
Five for Friday – May 22, 2026
Ross looks at near-term bubble questions, long-term optimism and a big jump in corporate profit expectations.
All That Matters: What Did We Learn?
What can April’s selloff (and Warren Buffet) teach us about long-term investing.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
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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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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