Investment
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.
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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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Key Takeaways from Strategas Research Areas - November 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In the Markets Now: King Cash (and False Security)
Ross explains why cash feels comfortable but is not a wealth-building tool.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
In the Markets Now: Investing Lessons from Covid
Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.
In the Markets Now: War in Iran
As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.
All That Matters: The Lay of the Land
Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.
Focuses in the Trump 2.0 Administration
Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.
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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 Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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?”
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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