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.

Significant Consumer Stimulus Arrives in 2026

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After a challenging 2025, consumers will benefit from a boost in 2026 due to significant stimulus on the horizon.

The Cycle of Investing

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Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.

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.

Five for Friday – January 16, 2026

Ross pushes backs on alarmism about the U.S. dollar, looks at bull market staying power, and checks on the labor market.

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The Real Cost of a Vacation Home

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

The Business Cycle

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Should You Invest in Exchange Traded Funds?

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

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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From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Cycle of Investing

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

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