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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Have A Question About This Topic?
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.
In the Markets Now: Investing at All-Time Highs
All-time highs can make investors nervous to dive in, but Ross looks to the data for a counter-argument.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Want To Invest in Real Estate?
Consider these five tips before adding an investment property to your portfolio.
Five for Friday – March 20, 2026
Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.
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: Labor Day Labor Market Update
Ross checks in with wages vs. inflation, job-hugging, and which industries gained jobs in the last year.
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.
All That Matters: Busting Market Myths
Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.
View all articles
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Business Cycle
How will you weather the ups and downs of the business cycle?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
View all videos
-
Articles
-
Videos