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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Investments

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

The Cycle of Investing

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

In the Markets Now: Quick Crash, Quick Bounce

A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

• Articles

  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.

  Wealth Management Mailbag: Fall 2022

  Why is inflation so hard to tamp down, and how does raising rates help?

  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: Spots of Weakness

  As policy uncertainty and lackluster economic data shake the market, Ross looks at spots of weakness and strength.

  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.

  All That Matters: Can't Keep a Good Market Down

  Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

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• Videos

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  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.

  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.

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