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.

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It Was the Best of Times, It Was the Worst of Times

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.

Five for Friday – May 8, 2026

Five for Friday – May 8, 2026

Corporate profits and the job market are doing better than gloomy headlines suggest (but long-term bond yields may be a risk)

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

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

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Want To Invest in Real Estate?

Consider these five tips before adding an investment property to your portfolio.

In the Markets Now: King Cash (and False Security)

Ross explains why cash feels comfortable but is not a wealth-building tool.

Bull & Baird: What Moves the U.S. Stock Market?

Why did the market begin 2026 with new highs even after headlining-grabbing recent events in Venezuela?

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

All That Matters: What Just Happened?

Was August’s market selloff just a blip, or a sign of something bigger?

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

From Boats to Brokers

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

The Fed and How It Got That Way

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

The Business Cycle

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

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Bridging the Confidence Gap

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

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