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.

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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Best Market Indicator Is...

The Best Market Indicator Is...

One data point out of context doesn’t tell you the full story.

Bridging the Confidence Gap

Bridging the Confidence Gap

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

Modeling Good Financial Behavior for Your Kids

Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.

All That Matters: Hype Cycle, Fear Cycle

Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the debt ceiling crisis.

These Are a Few of My Favorite Quotes

Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Five for Friday – April 17, 2026

Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.

Market Volatility Rising Amid Conflict in Iran

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

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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.

The Real Cost of a Vacation Home

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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Junk Drawer Approach to Investing

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

Bridging the Confidence Gap

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

Jane Bond: Scaling the Ladder

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

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