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.

Finding the Balance

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

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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.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

All That Matters: What's New, What Isn't

How should investors interpret recent market volatility? And what’s different this time?

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

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.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Does Diversification Still Work?

Hindsight may be 20/20, but investing is about looking forward.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

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Investments

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

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Invest in Exchange Traded Funds?

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

The Business Cycle

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

Bridging the Confidence Gap

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

Finding the Balance

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

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Articles

Nvidia and Hindsight Bias

“In looking back, I knew it all along.”

Bull & Baird: When Uncertainty Reigns

What can a recent spring storm tell us about the market's current volatility?

Five for Friday – May 1, 2026

Ross sizes up this bull market then looks at sentiment, software jobs, and more.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

In the Markets Now: Taking Action

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

Market Volatility Rising Amid Conflict in Iran

Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.

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Videos

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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.

The Business Cycle

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

Jane Bond: Scaling the Ladder

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

The Junk Drawer Approach to Investing

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

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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