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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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

What the 1970s Can Teach Us About Inflation

Lessons from an age when inflation was anything but groovy.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

• Articles

  Rebalancing Your Portfolio

  Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

  Unpacking What It Means To Be a Fiduciary

  The fiduciary standard offers protection for investors, but that’s not the whole story.

  A Look at Diversification

  Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  All That Matters: Should You Be Worried About a Recession?

  Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.

  All That Matters: Is This the Top?

  Is the bull market peaking? Not so fast. Mike & Ross discuss their continued optimism about the current market rally.

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• Videos

  Where Is the Market Headed?

  We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

  The Fed and How It Got That Way

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

  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.

  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.

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  Finding the Balance

  The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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