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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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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.
Wealth Management Mailbag: Fall 2022
Why is inflation so hard to tamp down, and how does raising rates help?
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.
All That Matters: Should You Be Worried About a Recession?
Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
In the Markets Now: What the Rate Cuts Mean
After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.
Understanding The Fed’s Highwire Act
How do you choose between low unemployment and low inflation?
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Five for Friday – March 27, 2026
Ross looks at higher oil prices, the ongoing benefits of last year’s big tax bill, and the mood shift on rate cuts.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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