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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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Five for Friday – August 7, 2026

Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.

Should You Invest in Exchange Traded Funds?

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

All That Matters: What Just Happened?

Was August’s market selloff just a blip, or a sign of something bigger?

All That Matters: The Lay of the Land

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

All That Matters: The Worries That Weren't

Mike and Ross revisit the worries markets left behind.

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.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

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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What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

College Savings

See how much you may need to save now to cover future college costs for your child.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Can a Million Dollars Buy You?

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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.