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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Five for Friday – March 20, 2026
Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.
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.
Bull & Baird: When Uncertainty Reigns
What can a recent spring storm tell us about the market's current volatility?
All That Matters: Rambling and Gambling
How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?
All That Matters: War and the Stock Market
Mike and Ross unpack how wars really move the markets.
Five for Friday - April 10, 2026
Ross looks at how the market and economy have held up amid uncertainty, then gives Washington a hat tip for the Patent Act.
In the Markets Now: Iran Conflict (Week 3)
Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.
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.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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.
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