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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
All That Matters: An Investing Dinner
Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?
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 – March 6, 2026
Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.
All That Matters: Things That Surprise Us
Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.
Five for Friday – March 20, 2026
Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.
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 20, 2026
Are we in an AI bubble? Are we approaching a market top? Ross tackles both questions.
Market Volatility Rising Amid Conflict in Iran
Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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