Investment | Barry Greenberg

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 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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Are Alternative Investments Right for You?

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

Investing Starts at Home

Thinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.

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.

In the Markets Now: What I'm Thankful For

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

All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

How Much Should You Be Worried About Inflation?

Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

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.

Is This the End of the "Grandparent Rule?"

Looking to help your grandkids with their education? Here are some tips.

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.

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Should You Invest in Exchange Traded Funds?

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

Finding the Balance

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

Global and International Funds

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

The Real Cost of a Vacation Home

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

Inflation and Your Portfolio

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

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.

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Articles

In the Markets Now: What the Rate Cuts Mean

After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.

Staying the Course

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

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Can a Stock Market Selloff Be a Good Thing?

When a down market can be a blessing in disguise.

Is This the End of the "Grandparent Rule?"

Looking to help your grandkids with their education? Here are some tips.

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Videos

Global and International Funds

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

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.

Bursting the Bubble

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

Investments

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

Jane Bond: Infiltrating the Market

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

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