Investment | Scott Randolph

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: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Bridging the Confidence Gap

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

All That Matters: Busting Market Myths

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

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.

Unpacking What It Means To Be a Fiduciary

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

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?

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

You've Made Your Career Move - Now What?

With a little planning, you can avoid leaving money on the table as you switch jobs.

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.

All That Matters: Hype Cycle, Fear Cycle

Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the debt ceiling crisis.

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Jane Bond: Infiltrating the Market

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

The Fed and How It Got That Way

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

The Cycle of Investing

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

From Boats to Brokers

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Investments

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

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Articles

Types of Stock Market Analysis

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

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.

Even Now, There Are Reasons To Own Bonds

Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

Bull & Baird: AI Narratives

AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.

Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie

This month's Washington Policy Research outlines President Trump's tariffs into five buckets.

Nvidia and Hindsight Bias

“In looking back, I knew it all along.”

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Videos

Should You Invest in Exchange Traded Funds?

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

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 Fed and How It Got That Way

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cycle of Investing

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

Bursting the Bubble

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

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