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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Bridging the Confidence Gap

Bridging the Confidence Gap

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

In the Markets Now: Bitcoin Thoughts

In the Markets Now: Bitcoin Thoughts

Ross tackles the return of Bitcoin buzz with an explainer on how to think of crypto from an investment perspective.

The Cycle of Investing

The Cycle of Investing

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

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

A Deeper Look at the National Debt

Strategas Chief Economist Don Rissmiller discusses in-depth the issues he’s watching on the budget deficit and national debt.

Five for Friday – February 20, 2026

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

Bull & Baird: Perspective

Mike talks about the importance of stepping back to notice how far you've coming.

Five for Friday – November 21, 2025

This week, Ross looks at sources of investor anxiety and why each one is probably over-blown right now.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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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?”

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should You Invest in Exchange Traded Funds?

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

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.

Investments

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

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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