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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From Boats to Brokers

From Boats to Brokers

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

In the Markets Now: Selloff Summary for January 20, 2026

In the Markets Now: Selloff Summary for January 20, 2026

Equity markets fell on Tuesday as geopolitical tensions ramped up and global bond yields spiked.

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.

5 Actions You Can Take in the Event of a Recession

Recessions might be inevitable – it doesn’t mean you need to take them lying down.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

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.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

In the Markets Now: Iran Conflict (Week 3)

Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.

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.

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Jane Bond: Infiltrating the Market

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

The Real Cost of a Vacation Home

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

The Fed and How It Got That Way

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

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 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.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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