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 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.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Five for Friday – March 6, 2026
Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
All That Matters: What Just Happened?
Was August’s market selloff just a blip, or a sign of something bigger?
The Surprising Similarities of Pickleball and Investing
PWM Market Strategist Mike Antonelli unpacks with the simplicities of pickleball and what it can tell us about investing.
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.
Bull & Baird: The Siren's Call
In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.
In the Markets Now: Averages and Roller Coasters
The S&P 500's average annual return has been 10% for a century...but that's almost never how it feels.
Modeling Good Financial Behavior for Your Kids
Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.
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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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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