Investment | Andy Miller

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.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the Markets Now: Inspecting IPOs

There’s been growing hype about IPOs, but is it warranted?

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.

Key Takeaways from Strategas Research Areas - November 2025

Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.

In the Markets Now: The Reserve Currency

Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.

The Ultimate Investing Hack

Don’t let a feeling of apathy keep you from investing for the long term.

In the Markets Now: Faulty Signals

Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?

All That Matters: The Lay of the Land

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

The Dangers of Portfolio Tinkering

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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Articles

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

In the Markets Now: What I'm Thankful For

There’s a lot to be thankful for in the markets.

The Surprising Similarities of Pickleball and Investing

PWM Market Strategist Mike Antonelli unpacks with the simplicities of pickleball and what it can tell us about investing.

All That Matters: All-Time Highs, All-Time Worries

In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.

Unpacking What It Means To Be a Fiduciary

The fiduciary standard offers protection for investors, but that’s not the whole story.

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Videos

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

View all videos