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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
All That Matters: Summer's Over. What Matters Now?
In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.
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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Want To Invest in Real Estate?
Consider these five tips before adding an investment property to your portfolio.
Five for Friday – April 17, 2026
Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.
Five for Friday – January 16, 2026
Ross pushes backs on alarmism about the U.S. dollar, looks at bull market staying power, and checks on the labor market.
Bull & Baird: The Wisdom of Golf
Market Strategist Michael Antonelli shares tips that could improve your golf and investment experiences.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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 Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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