Investment | Scott A George, CRPS®, CFP®

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 Junk Drawer Approach to Investing

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

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The Real Cost of a Vacation Home

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

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Bridging the Confidence Gap

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

The Big Winners of the Inflation Reduction Act

Earlier in August, Democrats passed a reconciliation bill that focuses on four key areas.

Diversification: The "Free Lunch" of Portfolio Building

While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.

All That Matters: The Lay of the Land

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

Five for Friday – March 6, 2026

Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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The Business Cycle

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

Jane Bond: Infiltrating the Market

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

From Boats to Brokers

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

The Real Cost of a Vacation Home

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

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.

Bridging the Confidence Gap

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

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Articles

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

How Should I Save for My Child’s Education?

Five vehicles that can help you make the most of saving for college.

Is This the End of the "Grandparent Rule?"

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

Geopolitical Uncertainty Expected to Continue

The events in the Middle East fit the larger theme of geopolitical uncertainty that we are seeing across the world stage.

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.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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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.

Jane Bond: Scaling the Ladder

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

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.

Bridging the Confidence Gap

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

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.

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