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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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.
What the 1970s Can Teach Us About Inflation
Lessons from an age when inflation was anything but groovy.
In the Markets Now: Selloff Summary for April 3
The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.
Five for Friday – March 13, 2026
Ross looks at rising oil prices, gives a sanity check on dedollarization, and shares new data on remote work.
All That Matters: The Next Bear Market
The next bear market is inevitable – will you be prepared?
Five for Friday – July 17, 2026
Ross looks at the relationship between expectations and outcomes, especially when a rally begins to make people nervous.
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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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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