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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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.

Jane Bond: Infiltrating the Market

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

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

• Articles

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Five for Friday – January 9, 2026

  As geopolitics rattle headlines, Ross offers a calming historical perspective and hopeful insights for the market in 2026.

  Getting Ahead of the Curve

  Learn how to use bond ladders to make the most of higher interest rates without locking yourself into a long-term investment.

  Key Takeaways from Strategas Research Areas - November 2025

  Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.

  In the Markets Now: Inspecting IPOs

  There’s been growing hype about IPOs, but is it warranted?

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

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• Videos

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  Investments

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

  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?”

  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.

  View all videos