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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Wealth Management Mailbag: Summer 2022
In this issue of the Wealth Management Mailbag, Ross Mayfield and Laura Davis answer client questions about the bear market.
The Business Cycle
How will you weather the ups and downs of the business cycle?
6 Ways to Inflation-Proof Your Retirement Plan
Does rising inflation have you worried for your retirement plan? Protect your golden years with these strategies.
Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie
This month's Washington Policy Research outlines President Trump's tariffs into five buckets.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Five for Friday - April 10, 2026
Ross looks at how the market and economy have held up amid uncertainty, then gives Washington a hat tip for the Patent Act.
The Ultimate Investing Hack
Don’t let a feeling of apathy keep you from investing for the long term.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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