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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The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Five for Friday – March 20, 2026

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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.

Five for Friday – June 5, 2026

Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so far.

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: Spring 2022

In this issue of the Wealth Management Mailbag, our wealth experts answer clients’ questions on inflation and cryptocurrency.

All That Matters: Post-Election Roundup

Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Inflation and Your Portfolio

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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