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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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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.
What You Can (And Can’t) Pay for With 529 Funds
529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Bull & Baird: Is Now Different?
The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?
In the Markets Now: King Cash (and False Security)
Ross explains why cash feels comfortable but is not a wealth-building tool.
The Year of Living Dangerously
What did sitting at home and watching the stock market for 12 months teach young people about investing?
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.
Washington Policy Research: Three Policy Themes for 2026
Strategas explains why year two of a presidency often brings more populist proposals ahead of midterm elections.
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.
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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.
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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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