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.
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?"
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
All That Matters: What's New, What Isn't
How should investors interpret recent market volatility? And what’s different this time?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
6 Ways to Inflation-Proof Your Retirement Plan
Does rising inflation have you worried for your retirement plan? Protect your golden years with these strategies.
Bull & Baird: You're Afraid, Read This.
If you're feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
In the Markets Now: Faulty Signals
Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?
Five for Friday – January 16, 2026
Ross pushes backs on alarmism about the U.S. dollar, looks at bull market staying power, and checks on the labor market.
Five for Friday — February 6, 2026
Ross looks at corporate profits, the swoon in Bitcoin, and Gold’s movements—and reminds us to run our own race.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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