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.

Featured Video

Bridging the Confidence Gap

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

The Real Cost of a Vacation Home

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

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.

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.

• Articles

  To Bubble or Not to Bubble: That Is the Question

  With today’s high stock market valuations, Baird's John Taft and Mike Antonelli discuss how to handle a potential bubble.

  Debt Ceiling Deal Includes Two Years of Spending Caps

  Strategas breaks down what’s in the deal, its impact on economic growth over the coming years, and what to focus on next.

  In the Markets Now: The Selloff

  Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

  Five for Friday – November 14, 2025

  This week, Ross looks at the fundamentals beneath share prices and why the broad stock market doesn’t look expensive.

  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.

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• Videos

  Jane Bond: Scaling the Ladder

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

  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?

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Investments

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

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