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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Have A Question About This Topic?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Key Takeaways from Strategas Research Areas - May 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
Modeling Good Financial Behavior for Your Kids
Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.
Five for Friday – March 6, 2026
Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.
Five for Friday – February 20, 2026
Are we in an AI bubble? Are we approaching a market top? Ross tackles both questions.
Bull & Baird: AI Narratives
AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.
Optimism vs. Pessimism
Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.
View all articles
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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.
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 Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
View all videos
-
Articles
-
Videos