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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Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

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

Want To Invest in Real Estate?

Want To Invest in Real Estate?

Consider these five tips before adding an investment property to your portfolio.

The Cycle of Investing

The Cycle of Investing

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

In the Markets Now: Selloff Summary for June 5, 2026

Equity markets fell on Friday, June 5 as the prospect of higher rates met AI anxiety and sent investors into profit-taking.

Bull & Baird: 7 Sins of Investing

Mike guides us out of bad investment habits and toward a better mindset for long-term wealth-building.

The Dangers of Portfolio Tinkering

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

Five for Friday – May 8, 2026

Corporate profits and the job market are doing better than gloomy headlines suggest (but long-term bond yields may be a risk)

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.

In the Markets Now: The Selloff

Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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 Real Cost of a Vacation Home

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

The Cycle of Investing

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

The Junk Drawer Approach to Investing

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

Investments

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

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