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.
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?”
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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.
Five for Friday – March 20, 2026
Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.
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.
All That Matters: Your Greatest Challenge
Mike and Ross tackle what they believe to be the hardest thing about being an investor.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Everything You Need To Know About Trump Accounts
Trump Accounts, a new investment vehicle for minors, are launching this July. Here’s what we know so far.
All That Matters: Things That Surprise Us
Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.
All That Matters: The Lay of the Land
Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.
In the Markets Now: Iran Conflict (Week 3)
Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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