Investment | Susan Marshall

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.

Bridging the Confidence Gap

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

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The Business Cycle

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

Types of Stock Market Analysis

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

Jane Bond: Scaling the Ladder

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

In the Markets Now: Averages and Roller Coasters

The S&P 500's average annual return has been 10% for a century...but that's almost never how it feels.

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

All That Matters: Rambling and Gambling

How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?

Does Diversification Still Work?

Hindsight may be 20/20, but investing is about looking forward.

All That Matters: Dawn of the AI Narrative

AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.

Bull & Baird: You're Afraid, Read This.

If you're feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.

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Bridging the Confidence Gap

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

Finding the Balance

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

Inflation and Your Portfolio

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

The Fed and How It Got That Way

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Jane Bond: Infiltrating the Market

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

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Articles

In the Markets Now: The Selloff

Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

In the Markets Now: What I'm Thankful For

There’s a lot to be thankful for in the markets.

All That Matters: Hype and Hidden Risks

Mike and Ross look beyond hype to the real market risks facing investors

Staying the Course

Focus too much on day-to-day market performance and you could miss the larger trend.

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?

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Videos

Finding the Balance

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

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.

From Boats to Brokers

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

Jane Bond: Scaling the Ladder

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

The Cycle of Investing

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

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