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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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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?
Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie
This month's Washington Policy Research outlines President Trump's tariffs into five buckets.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the Markets Now: Bitcoin Thoughts
Ross tackles the return of Bitcoin buzz with an explainer on how to think of crypto from an investment perspective.
Five for Friday – November 14, 2025
This week, Ross looks at the fundamentals beneath share prices and why the broad stock market doesn’t look expensive.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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.
All That Matters: An Investing Dinner
Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?
In the Markets Now: The Reserve Currency
Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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