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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
In the Markets Now: Selloff Summary for April 3
The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Bull & Baird: You're Afraid, Read This.
If you're feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.
Five for Friday – February 27, 2026
Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.
In the Markets Now: Selloff Summary for April 21, 2025
Stocks dropped precipitously on concerns for the future of Fed independence and trade war persistence.
Debt Ceiling Deal Includes Two Years of Spending Caps
Strategas breaks down what’s in the deal, its impact on economic growth over the coming years, and what to focus on next.
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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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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