Investment | The Longtine Ivey Wilkerson Group

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.

Inflation and Your Portfolio

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

In the Markets Now: Soft Landings and Bull Markets

The current bull market is set to enter its third year. What are the real risks facing investors?

Jane Bond: Infiltrating the Market

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

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.

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

Modern-Day Wealth Management

Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.

2026 Market and Policy Outlook

See what’s ahead for markets and policy in 2026 – and how it could impact you.

All That Matters: An Investing Dinner

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

Bull & Baird: Is Now Different?

The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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.

The Cycle of Investing

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

Are Alternative Investments Right for You?

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

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Articles

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

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.

How Should I Save for My Child’s Education?

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

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.

Some Things Are Just Too Hard

How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.

In the Markets Now: Taking Action

Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?

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Videos

Should I Invest in Gold?

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

The Fed and How It Got That Way

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

Are Alternative Investments Right for You?

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

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.

What Can a Million Dollars Buy You?

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

From Boats to Brokers

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

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