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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Wealth Management Mailbag: Fall 2022
Why is inflation so hard to tamp down, and how does raising rates help?
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.
What the 1970s Can Teach Us About Inflation
Lessons from an age when inflation was anything but groovy.
The Year of Living Dangerously
What did sitting at home and watching the stock market for 12 months teach young people about investing?
2026 Market and Policy Outlook
See what’s ahead for markets and policy in 2026 – and how it could impact you.
All That Matters: Should You Be Worried About a Recession?
Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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?
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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