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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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.
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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How Should I Save for My Child’s Education?
Five vehicles that can help you make the most of saving for college.
Can a Stock Market Selloff Be a Good Thing?
When a down market can be a blessing in disguise.
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.
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.
All That Matters: The National Debt (Or Does It?)
Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.
Five for Friday — January 30, 2026
Ross reflects on five of his favorite quotes from Warren Buffett.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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?”
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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