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.

Featured Video

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.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

6 Ways to Inflation-Proof Your Retirement Plan

Does rising inflation have you worried for your retirement plan? Protect your golden years with these strategies.

Global and International Funds

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

• Articles

  All That Matters: Can't Keep a Good Market Down

  Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

  Focuses in the Trump 2.0 Administration

  Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.

  Market Volatility Rising Amid Conflict in Iran

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

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  Impact Investing or Philanthropy

  This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

  All That Matters: Shiny Signals

  Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

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• Videos

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  The Junk Drawer Approach to Investing

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

  The Business Cycle

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

  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.

  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.

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