Investment | Derek Pease

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.

The Business Cycle

How will you weather the ups and downs of 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?

Bull & Baird: When Uncertainty Reigns

What can a recent spring storm tell us about the market's current volatility?

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: Bitcoin Thoughts

Ross tackles the return of Bitcoin buzz with an explainer on how to think of crypto from an investment perspective.

Risk Perspective

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

Unpacking What It Means To Be a Fiduciary

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

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Wealth Management Mailbag: Spring 2022

In this issue of the Wealth Management Mailbag, our wealth experts answer clients’ questions on inflation and cryptocurrency.

Five for Friday – July 10, 2026

Ross looks at market momentum, crude oil movement, jobs, and how we spend our time.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Global and International Funds

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

The Junk Drawer Approach to Investing

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

Jane Bond: Infiltrating the Market

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

Bridging the Confidence Gap

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

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Articles

Next Year's Debt Ceiling Expiration and the Tax Debate

The outcome of the election will be key to how the debt ceiling is resolved next year.

Modern-Day Wealth Management

Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.

All That Matters: The National Debt (Or Does It?)

Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

Five for Friday – March 13, 2026

Ross looks at rising oil prices, gives a sanity check on dedollarization, and shares new data on remote work.

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Videos

Are Alternative Investments Right for You?

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

From Boats to Brokers

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

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 Real Cost of a Vacation Home

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

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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