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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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 Sequence of Returns
A look at how variable rates of return impact investors over time.
Five for Friday — January 30, 2026
Ross reflects on five of his favorite quotes from Warren Buffett.
Five for Friday – April 24, 2026
Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.
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.
Significant Consumer Stimulus Arrives in 2026
After a challenging 2025, consumers will benefit from a boost in 2026 due to significant stimulus on the horizon.
Debt Ceiling Deal Includes Two Years of Spending Caps
Strategas breaks down what’s in the deal, its impact on economic growth over the coming years, and what to focus on next.
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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?”
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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