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.
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.
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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.
The Dangers of Portfolio Tinkering
“Your money is like a bar of soap – the more you handle it, the less you’ll have.”
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Bull & Baird: The Wisdom of Golf
Market Strategist Michael Antonelli shares tips that could improve your golf and investment experiences.
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.
Unpacking What It Means To Be a Fiduciary
The fiduciary standard offers protection for investors, but that’s not the whole story.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In the Markets Now: Taking Action
Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?
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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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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