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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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bull & Baird: The Siren's Call
In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.
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.
In the Markets Now: Investing Lessons from Covid
Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.
Five for Friday – March 27, 2026
Ross looks at higher oil prices, the ongoing benefits of last year’s big tax bill, and the mood shift on rate cuts.
All That Matters: War and the Stock Market
Mike and Ross unpack how wars really move the markets.
2026 Market and Policy Outlook
See what’s ahead for markets and policy in 2026 – and how it could impact you.
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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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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