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.
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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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
All That Matters: Things That Surprise Us
Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Next Year's Debt Ceiling Expiration and the Tax Debate
The outcome of the election will be key to how the debt ceiling is resolved next year.
Five for Friday – May 22, 2026
Ross looks at near-term bubble questions, long-term optimism and a big jump in corporate profit expectations.
In the Markets Now: Bull Market Biopsy
With U.S. stocks near all-time highs, it’s natural to wonder if we are getting close to the end of this bull market.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
These Are a Few of My Favorite Quotes
Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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?”
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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.
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