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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Investments

Investments

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

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The Cycle of Investing

The Cycle of Investing

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

Staying the Course

Focus too much on day-to-day market performance and you could miss the larger trend.

Optimism vs. Pessimism

Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.

Key Takeaways from Strategas Research Areas - November 2025

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

In the Markets Now: Spots of Weakness

As policy uncertainty and lackluster economic data shake the market, Ross looks at spots of weakness and strength.

Getting Ahead of the Curve

Learn how to use bond ladders to make the most of higher interest rates without locking yourself into a long-term investment.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should You Invest in Exchange Traded Funds?

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

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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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