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.

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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: What Lies Ahead

All That Matters: What Lies Ahead

For the first episode of 2025, Mike and Ross pull back and look at the year to come.

Should You Invest in Exchange Traded Funds?

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

Focuses in the Trump 2.0 Administration

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Even Now, There Are Reasons To Own Bonds

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The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Five for Friday – January 16, 2026

Ross pushes backs on alarmism about the U.S. dollar, looks at bull market staying power, and checks on the labor market.

Five for Friday - April 10, 2026

Ross looks at how the market and economy have held up amid uncertainty, then gives Washington a hat tip for the Patent Act.

Key Takeaways from Strategas Research Areas - November 2025

Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.

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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?"

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Finding the Balance

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

The Junk Drawer Approach to Investing

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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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