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.
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.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the Markets Now: Investing Lessons from Covid
Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Wealth Management Mailbag: Summer 2022
In this issue of the Wealth Management Mailbag, Ross Mayfield and Laura Davis answer client questions about the bear market.
Five for Friday – June 5, 2026
Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so far.
Key Takeaways from Strategas Research Areas - May 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In the Markets Now: What I'm Thankful For
There’s a lot to be thankful for in the markets.
In the Markets Now: Selloff Summary for June 5, 2026
Equity markets fell on Friday, June 5 as the prospect of higher rates met AI anxiety and sent investors into profit-taking.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
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