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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
In the Markets Now: Averages and Roller Coasters
The S&P 500's average annual return has been 10% for a century...but that's almost never how it feels.
Five for Friday – May 1, 2026
Ross sizes up this bull market then looks at sentiment, software jobs, and more.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie
This month's Washington Policy Research outlines President Trump's tariffs into five buckets.
Key Takeaways from Strategas Research Areas - May 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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