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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Global and International Funds

Global and International Funds

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

All That Matters: Shiny Signals

All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

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

What You Can (And Can’t) Pay for With 529 Funds

529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

The Road to November: Election Insights from Strategas

Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

In the Markets Now: Quick Crash, Quick Bounce

A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

Significant Consumer Stimulus Arrives in 2026

After a challenging 2025, consumers will benefit from a boost in 2026 due to significant stimulus on the horizon.

In the Markets Now: What I'm Thankful For

There’s a lot to be thankful for in the markets.

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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.

Inflation and Your Portfolio

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

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

Jane Bond: Scaling the Ladder

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

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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