Investment | The Owens 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.

Should You Invest in Exchange Traded Funds?

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

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Jane Bond: Scaling the Ladder

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Jane Bond: Infiltrating the Market

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

Optimism vs. Pessimism

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

Washington Policy Research: Three Policy Themes for 2026

Strategas explains why year two of a presidency often brings more populist proposals ahead of midterm elections.

All That Matters: An Investing Dinner

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

All That Matters: 2025 Unwrapped

Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.

All That Matters: Should You Be Worried About a Recession?

Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.

Bull & Baird: Let's Talk Gold and Silver

Gold and Silver have risen sharply; Mike Antonelli looks at why this is and whether you should act on it.

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Should You Invest in Exchange Traded Funds?

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

The Business Cycle

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

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.

The Cycle of Investing

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

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.

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Articles

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 8, 2026

Corporate profits and the job market are doing better than gloomy headlines suggest (but long-term bond yields may be a risk)

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Bull & Baird: What Moves the U.S. Stock Market?

Why did the market begin 2026 with new highs even after headlining-grabbing recent events in Venezuela?

Wealth Management Mailbag: Spring 2022

In this issue of the Wealth Management Mailbag, our wealth experts answer clients’ questions on inflation and cryptocurrency.

All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

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Videos

Global and International Funds

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

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.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Inflation and Your Portfolio

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

The Junk Drawer Approach to Investing

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

What Can a Million Dollars Buy You?

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

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