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.
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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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Dangers of Portfolio Tinkering
“Your money is like a bar of soap – the more you handle it, the less you’ll have.”
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Five for Friday – January 9, 2026
As geopolitics rattle headlines, Ross offers a calming historical perspective and hopeful insights for the market in 2026.
All That Matters: Summer's Over. What Matters Now?
In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.
In the Markets Now: Investing Lessons from Covid
Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.
Surprising Upsides in a Down Market
In a perfect world, the stock market would only go up. However, even down markets can benefit investors in unexpected ways.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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