Investment | Brad East

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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What Can a Million Dollars Buy You?

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

All That Matters: An Investing Dinner

Mike and Ross gather around the Thanksgiving dinner table with five investor emotions. Who’s at your table?

Should I Invest in Gold?

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

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

In the Markets Now: King Cash (and False Security)

Ross explains why cash feels comfortable but is not a wealth-building tool.

Unpacking What It Means To Be a Fiduciary

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

Five for Friday – November 21, 2025

This week, Ross looks at sources of investor anxiety and why each one is probably over-blown right now.

In the Markets Now: Iran Conflict (Week 3)

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

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The Business Cycle

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

Jane Bond: Scaling the Ladder

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

Bursting the Bubble

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

The Cycle of Investing

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

What Can a Million Dollars Buy You?

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

Investments

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

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Articles

All That Matters: Summer's Over. What Matters Now?

In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

Bank Failures Spark Questions Over Deposit Insurance

Our Washington Policy Research team explores the debate in Washington about whether to expand federal deposit insurance.

Key Takeaways from Strategas Research Areas - November 2025

Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.

Making the Most of Employee Stock Ownership

Employee stock purchase plans are powerful investment vehicles. Learn their key benefits and how to take advantage of them.

The Surprising Similarities of Pickleball and Investing

PWM Market Strategist Mike Antonelli unpacks with the simplicities of pickleball and what it can tell us about investing.

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.

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Videos

The Real Cost of a Vacation Home

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

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

Should I Invest in Gold?

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

From Boats to Brokers

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

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.

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