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.

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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

All That Matters: Dawn of the AI Narrative

All That Matters: Dawn of the AI Narrative

AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.

The Fed and How It Got That Way

The Fed and How It Got That Way

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

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.

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.

ESG Under the Microscope

Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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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.

Investments

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

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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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