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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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the Markets Now: Quick Crash, Quick Bounce

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).

Investments

Investments

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

To Bubble or Not to Bubble: That Is the Question

With today’s high stock market valuations, Baird's John Taft and Mike Antonelli discuss how to handle a potential bubble.

What You Can (And Can’t) Pay for With 529 Funds

529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

All That Matters: Things That Surprise Us

Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.

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.

In the Markets Now: Iran Conflict (Week 3)

Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.

What the 1970s Can Teach Us About Inflation

Lessons from an age when inflation was anything but groovy.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Infiltrating the Market

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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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.

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