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.

Finding the Balance

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

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Jane Bond: Infiltrating the Market

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

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.

Investments

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

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.

Five for Friday – November 21, 2025

This week, Ross looks at sources of investor anxiety and why each one is probably over-blown right now.

Wealth Management Mailbag: Fall 2022

Why is inflation so hard to tamp down, and how does raising rates help?

These Are a Few of My Favorite Quotes

Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Five for Friday – February 27, 2026

Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

The Fed and How It Got That Way

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

Jane Bond: Infiltrating the Market

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Investments

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

Inflation and Your Portfolio

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

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Articles

How to Deal With the Inevitable Volatility

Though they can be painful, market corrections are a natural and necessary part of long-term investing.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

All That Matters: Is This the Top?

Is the bull market peaking? Not so fast. Mike & Ross discuss their continued optimism about the current market rally.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

In the Markets Now: Bubbles

Amid FOMO, the attention economy, and talk of bubbles, every investor must run their own race.

How Should I Save for My Child’s Education?

Five vehicles that can help you make the most of saving for college.

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Videos

Bridging the Confidence Gap

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Investments

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

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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