Investment | John Orsi

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: Infiltrating the Market

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

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Finding the Balance

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

All That Matters: What Did We Learn?

What can April’s selloff (and Warren Buffet) teach us about long-term investing.

Should You Invest in Exchange Traded Funds?

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

Bull & Baird: Perspective

Mike talks about the importance of stepping back to notice how far you've coming.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The Ultimate Investing Hack

Don’t let a feeling of apathy keep you from investing for the long term.

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?

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.

Bull & Baird: When Uncertainty Reigns

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

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What Can a Million Dollars Buy You?

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

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.

Are Alternative Investments Right for You?

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

Jane Bond: Scaling the Ladder

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

Inflation and Your Portfolio

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

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Articles

In the Markets Now: Selloff Summary for June 5, 2026

Equity markets fell on Friday, June 5 as the prospect of higher rates met AI anxiety and sent investors into profit-taking.

In the Markets Now: Faulty Signals

Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

In the Markets Now: Betting Boom

The line between investing and gambling has blurred. Ross adds some clarity.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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.

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Videos

From Boats to Brokers

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

The Business Cycle

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

Finding the Balance

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

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.

The Real Cost of a Vacation Home

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

What Can a Million Dollars Buy You?

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

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