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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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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.
Reg BI - A Win for All Involved
Reg BI increases investor protection while preserving the right to choose who to work with and which services to use.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
Modeling Good Financial Behavior for Your Kids
Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.
Key Takeaways from Strategas Research Areas - November 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
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.
Bull & Baird: When Uncertainty Reigns
What can a recent spring storm tell us about the market's current volatility?
Can a Stock Market Selloff Be a Good Thing?
When a down market can be a blessing in disguise.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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