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.
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.
Have A Question About This Topic?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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?"
All That Matters: War and the Stock Market
Mike and Ross unpack how wars really move the markets.
In the Markets Now: War in Iran
As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.
What the 1970s Can Teach Us About Inflation
Lessons from an age when inflation was anything but groovy.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Five for Friday — January 30, 2026
Ross reflects on five of his favorite quotes from Warren Buffett.
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
View all articles
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
View all videos
-
Articles
-
Videos