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 Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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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 Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Five for Friday – May 15, 2026
Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Five for Friday – March 20, 2026
Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Bull & Baird: What Moves the U.S. Stock Market?
Why did the market begin 2026 with new highs even after headlining-grabbing recent events in Venezuela?
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in 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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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