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.
All That Matters: Post-Election Roundup
Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Key Takeaways from Strategas Research Areas - November 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
All That Matters: Post-Election Roundup
Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?
All That Matters: The Lay of the Land
Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.
In the Markets Now: Quick Crash, Quick Bounce
A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).
Five for Friday - April 10, 2026
Ross looks at how the market and economy have held up amid uncertainty, then gives Washington a hat tip for the Patent Act.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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