Investment | The Perry 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 I Invest in Gold?

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

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The Cycle of Investing

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

All That Matters: War and the Stock Market

Mike and Ross unpack how wars really move the markets.

Should You Invest in Exchange Traded Funds?

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

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Five for Friday - January 23, 2026

Ross shares lessons from Tuesday’s selloff, from bond yields and the yen carry trade to small U.S. stocks vs. big ones.

Is This the End of the "Grandparent Rule?"

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

Bull & Baird: Perspective

Mike talks about the importance of stepping back to notice how far you've coming.

Five for Friday – May 15, 2026

Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.

In the Markets Now: What I'm Thankful For

There’s a lot to be thankful for in the markets.

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The Junk Drawer Approach to Investing

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

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.

Should You Invest in Exchange Traded Funds?

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

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 Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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Articles

All That Matters: Things That Surprise Us

Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.

All That Matters: An Investing Dinner

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

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

In the Markets Now: King Cash (and False Security)

Ross explains why cash feels comfortable but is not a wealth-building tool.

All That Matters: Hype and Hidden Risks

Mike and Ross look beyond hype to the real market risks facing investors

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

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Videos

Bridging the Confidence Gap

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

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.

The Cycle of Investing

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

From Boats to Brokers

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

Jane Bond: Infiltrating the Market

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

Inflation and Your Portfolio

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

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