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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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Five for Friday – April 24, 2026
Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
In the Markets Now: Taking Action
Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?
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: Should You Be Worried About a Recession?
Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
In the Markets Now: King Cash (and False Security)
Ross explains why cash feels comfortable but is not a wealth-building tool.
Understanding The Fed’s Highwire Act
How do you choose between low unemployment and low inflation?
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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.
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?"
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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