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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Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

All That Matters: The Next Bear Market

The next bear market is inevitable – will you be prepared?

In the Markets Now: Spots of Weakness

As policy uncertainty and lackluster economic data shake the market, Ross looks at spots of weakness and strength.

All That Matters: Can't Keep a Good Market Down

Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

All That Matters: What's New, What Isn't

How should investors interpret recent market volatility? And what’s different this time?

Five for Friday – May 1, 2026

Ross sizes up this bull market then looks at sentiment, software jobs, and more.

Wealth Management Mailbag: Fall 2022

Why is inflation so hard to tamp down, and how does raising rates help?

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The Real Cost of a Vacation Home

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Finding the Balance

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

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.

Are Alternative Investments Right for You?

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

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