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.

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The Cycle of Investing

The Cycle of Investing

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

Five for Friday – March 6, 2026

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.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

How Much Should You Be Worried About Inflation?

Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

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.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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 – April 24, 2026

Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Investments

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

What Can a Million Dollars Buy You?

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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