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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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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?"
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Five for Friday – May 15, 2026
Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.
All That Matters: Shiny Signals
Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.
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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
All That Matters: 2025 Unwrapped
Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.
Five for Friday – April 24, 2026
Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.
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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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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