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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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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?
Reg BI - A Win for All Involved
Reg BI increases investor protection while preserving the right to choose who to work with and which services to use.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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 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.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
US Consumer Impacted by Student Loans Restarting
After a three-year hiatus during the COVID-19 pandemic, student loan payments will restart in October.
All That Matters: What Lies Ahead
For the first episode of 2025, Mike and Ross pull back and look at the year to come.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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?"
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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