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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Have A Question About This Topic?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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.
Five for Friday – February 20, 2026
Are we in an AI bubble? Are we approaching a market top? Ross tackles both questions.
Bull & Baird: What Gets Attention is Rarely Valuable
The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.
Focuses in the Trump 2.0 Administration
Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.
Five for Friday – November 14, 2025
This week, Ross looks at the fundamentals beneath share prices and why the broad stock market doesn’t look expensive.
In the Markets Now: Selloff Summary for April 3
The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.
All That Matters: Post-Election Roundup
Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?
View all articles
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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.
View all videos
-
Articles
-
Videos