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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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the Markets Now: The Selloff
Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.
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.
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.
All That Matters: Shiny Signals
Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Five for Friday – May 1, 2026
Ross sizes up this bull market then looks at sentiment, software jobs, and more.
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.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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