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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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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.
Key Takeaways from Strategas Research Areas - November 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Key Takeaways from Strategas Research Areas - May 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Reg BI - A Win for All Involved
Reg BI increases investor protection while preserving the right to choose who to work with and which services to use.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
The Dangers of Portfolio Tinkering
“Your money is like a bar of soap – the more you handle it, the less you’ll have.”
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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?"
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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