Investment | The Marquez Harris 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.

The Junk Drawer Approach to Investing

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

Have A Question About This Topic?

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.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Inflation and Your Portfolio

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

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?

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.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Best Market Indicator Is...

One data point out of context doesn’t tell you the full story.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

View all articles

Should You Invest in Exchange Traded Funds?

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

Jane Bond: Scaling the Ladder

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

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.

Investments

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

Finding the Balance

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

Bursting the Bubble

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

View all videos

Articles

All That Matters: War and the Stock Market

Mike and Ross unpack how wars really move the markets.

To Bubble or Not to Bubble: That Is the Question

With today’s high stock market valuations, Baird's John Taft and Mike Antonelli discuss how to handle a potential bubble.

In the Markets Now: What I'm Thankful For

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

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

Unpacking What It Means To Be a Fiduciary

The fiduciary standard offers protection for investors, but that’s not the whole story.

Is This the End of the "Grandparent Rule?"

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

View all articles
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.

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.

Bridging the Confidence Gap

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

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?”

Are Alternative Investments Right for You?

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

View all videos