Investment | Jason Turetzky

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 Real Cost of a Vacation Home

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

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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.

Five for Friday – February 27, 2026

Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.

From Boats to Brokers

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

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: Inspecting IPOs

There’s been growing hype about IPOs, but is it warranted?

All That Matters: What's New, What Isn't

How should investors interpret recent market volatility? And what’s different this time?

Five for Friday — January 30, 2026

Ross reflects on five of his favorite quotes from Warren Buffett.

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: What I'm Thankful For

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

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Inflation and Your Portfolio

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

Jane Bond: Infiltrating the Market

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

The Junk Drawer Approach to Investing

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

Jane Bond: Scaling the Ladder

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

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.

Should I Invest in Gold?

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

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Articles

All That Matters: What Lies Ahead

For the first episode of 2025, Mike and Ross pull back and look at the year to come.

In the Markets Now: 2,026 Things for 2026

Ross has fun with numbers and dishes a wealth of good information for investors to know as we head into 2026.

All That Matters: Busting Market Myths

Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.

Bank Failures Spark Questions Over Deposit Insurance

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

In the Markets Now: Selloff Summary for April 21, 2025

Stocks dropped precipitously on concerns for the future of Fed independence and trade war persistence.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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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.

Are Alternative Investments Right for You?

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

Should You Invest in Exchange Traded Funds?

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

The Business Cycle

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

Bursting the Bubble

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

What Can a Million Dollars Buy You?

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

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