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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From Boats to Brokers

From Boats to Brokers

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

The Ultimate Investing Hack

The Ultimate Investing Hack

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

Finding the Balance

Finding the Balance

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

In the Markets Now: War in Iran

As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.

All That Matters: War and the Stock Market

Mike and Ross unpack how wars really move the markets.

All That Matters: Your Greatest Challenge

Mike and Ross tackle what they believe to be the hardest thing about being an investor.

In the Markets Now: Taking Action

Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Five for Friday – February 20, 2026

Are we in an AI bubble? Are we approaching a market top? Ross tackles both questions.

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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.

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?”

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Bursting the Bubble

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

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