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.

Have A Question About This Topic?

Thank you! Oops!
The Fed and How It Got That Way

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 Dangers of Portfolio Tinkering

The Dangers of Portfolio Tinkering

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

From Boats to Brokers

From Boats to Brokers

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

All That Matters: Hype Cycle, Fear Cycle

Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the debt ceiling crisis.

Diversification: The "Free Lunch" of Portfolio Building

While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.

In the Markets Now: The Selloff

Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.

All That Matters: Weathering a Storm

Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.

What the 1970s Can Teach Us About Inflation

Lessons from an age when inflation was anything but groovy.

The Road to November: Election Insights from Strategas

Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.

View all articles

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.

Bursting the Bubble

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

Investments

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

Bridging the Confidence Gap

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

View all videos