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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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

The Business Cycle

The Business Cycle

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

Understanding The Fed’s Highwire Act

How do you choose between low unemployment and low inflation?

All That Matters: Weathering a Storm

Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.

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.

In the Markets Now: 2,025 Things for 2025

Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

Diversification: The "Free Lunch" of Portfolio Building

While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Infiltrating the Market

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

The Fed and How It Got That Way

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

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.

The Business Cycle

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

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