Investment | William Scott

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 Business Cycle

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

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Jane Bond: Scaling the Ladder

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

Is This the End of the "Grandparent Rule?"

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

Inflation and Your Portfolio

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

In the Markets Now: Spots of Weakness

As policy uncertainty and lackluster economic data shake the market, Ross looks at spots of weakness and strength.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

All That Matters: What Just Happened?

Was August’s market selloff just a blip, or a sign of something bigger?

All That Matters: Hype Cycle, Fear Cycle

Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the debt ceiling crisis.

Market Volatility Rising Amid Conflict in Iran

Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.

Bull & Baird: When Dreamers Dare

What the Miracle on Ice reveals about the enduring power of American optimism.

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Bridging the Confidence Gap

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

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.

Investments

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

Should You Invest in Exchange Traded Funds?

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

Inflation and Your Portfolio

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

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Articles

Bull & Baird: The Siren's Call

In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.

You've Made Your Career Move - Now What?

With a little planning, you can avoid leaving money on the table as you switch jobs.

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

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

All That Matters: Dawn of the AI Narrative

AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.

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.

Optimism vs. Pessimism

Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.

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Videos

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Finding the Balance

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

Jane Bond: Scaling the Ladder

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

Jane Bond: Infiltrating the Market

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

Global and International Funds

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

Are Alternative Investments Right for You?

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

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