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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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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.
Surprising Upsides in a Down Market
In a perfect world, the stock market would only go up. However, even down markets can benefit investors in unexpected ways.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Bull & Baird: What Gets Attention is Rarely Valuable
The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.
In the Markets Now: The Selloff
Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Five for Friday – March 20, 2026
Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.
All That Matters: What Just Happened?
Was August’s market selloff just a blip, or a sign of something bigger?
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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?"
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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