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 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.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Five for Friday – April 17, 2026
Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.
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?
The Dangers of Portfolio Tinkering
“Your money is like a bar of soap – the more you handle it, the less you’ll have.”
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
All That Matters: Weathering a Storm
Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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