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 Business Cycle
How will you weather the ups and downs of the business cycle?
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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.
Bull & Baird: What Gets Attention is Rarely Valuable
The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Bull & Baird: Let's Talk Gold and Silver
Gold and Silver have risen sharply; Mike Antonelli looks at why this is and whether you should act on it.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Case for Liquidity
The best way to maximize your outcomes is to maximize your choices.
All That Matters: Should You Be Worried About a Recession?
Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.
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.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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