Investment | Daniel Kay

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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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Bursting the Bubble

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

In the Markets Now: Labor Day Labor Market Update

Ross checks in with wages vs. inflation, job-hugging, and which industries gained jobs in the last year.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

In the Markets Now: Iran Conflict (Week 3)

Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.

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 Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

2026 Market and Policy Outlook

See what’s ahead for markets and policy in 2026 – and how it could impact you.

All That Matters: The Next Bear Market

The next bear market is inevitable – will you be prepared?

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.

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Jane Bond: Scaling the Ladder

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

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?"

Jane Bond: Infiltrating the Market

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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.

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Articles

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

All That Matters: All-Time Highs, All-Time Worries

In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.

In the Markets Now: Investing Lessons from Covid

Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.

In the Markets Now: Labor Day Labor Market Update

Ross checks in with wages vs. inflation, job-hugging, and which industries gained jobs in the last year.

Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie

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

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.

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Videos

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.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Cycle of Investing

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

Investments

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

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Real Cost of a Vacation Home

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

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