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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
In the Markets Now: 2,026 Things for 2026
Ross has fun with numbers and dishes a wealth of good information for investors to know as we head into 2026.
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.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
In the Markets Now: Bubbles
Amid FOMO, the attention economy, and talk of bubbles, every investor must run their own race.
All That Matters: Weathering a Storm
Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
In the Markets Now: War in Iran
As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
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?"
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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