Investment | Roddy 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 Real Cost of a Vacation Home

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

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Global and International Funds

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

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Investments

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

All That Matters: What Lies Ahead

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

All That Matters: Is This the Top?

Is the bull market peaking? Not so fast. Mike & Ross discuss their continued optimism about the current market rally.

Five for Friday – April 24, 2026

Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.

All That Matters: All-Time Highs, All-Time Worries

In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.

Five for Friday – May 1, 2026

Ross sizes up this bull market then looks at sentiment, software jobs, and more.

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.

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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?

Should I Invest in Gold?

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

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.

Are Alternative Investments Right for You?

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

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Articles

Is This the End of the "Grandparent Rule?"

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

Want To Invest in Real Estate?

Consider these five tips before adding an investment property to your portfolio.

In the Markets Now: Iran Conflict (Week 3)

Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.

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.

Five for Friday — January 30, 2026

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

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.

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Videos

Jane Bond: Infiltrating the Market

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

The Fed and How It Got That Way

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

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.

Investments

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

The Cycle of Investing

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

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