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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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
All That Matters: Rambling and Gambling
How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?
US Consumer Impacted by Student Loans Restarting
After a three-year hiatus during the COVID-19 pandemic, student loan payments will restart in October.
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.
All That Matters: Dawn of the AI Narrative
AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.
In the Markets Now: Scattered Thoughts on Gold
Gold is up 110% over two years — why, and why now?
The Big Winners of the Inflation Reduction Act
Earlier in August, Democrats passed a reconciliation bill that focuses on four key areas.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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