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?
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Five for Friday – February 20, 2026
Are we in an AI bubble? Are we approaching a market top? Ross tackles both questions.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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: Selloff Summary for April 21, 2025
Stocks dropped precipitously on concerns for the future of Fed independence and trade war persistence.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Five for Friday – May 15, 2026
Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.
Focuses in the Trump 2.0 Administration
Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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