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.

The Rule of 72
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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.

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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

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

Staying the Course

Staying the Course

Focus too much on day-to-day market performance and you could miss the larger trend.

It Was the Best of Times, It Was the Worst of Times

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.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

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.

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.

Five for Friday – May 1, 2026

Ross sizes up this bull market then looks at sentiment, software jobs, and more.

Five for Friday — February 6, 2026

Ross looks at corporate profits, the swoon in Bitcoin, and Gold’s movements—and reminds us to run our own race.

Getting Ahead of the Curve

Learn how to use bond ladders to make the most of higher interest rates without locking yourself into a long-term investment.

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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.

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 Cycle of Investing

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

Investments

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Bridging the Confidence Gap

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

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