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.

Washington Policy Research: Three Policy Themes for 2026

Washington Policy Research: Three Policy Themes for 2026

Strategas explains why year two of a presidency often brings more populist proposals ahead of midterm elections.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Nvidia and Hindsight Bias

“In looking back, I knew it all along.”

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie

This month's Washington Policy Research outlines President Trump's tariffs into five buckets.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

A Deeper Look at the National Debt

Strategas Chief Economist Don Rissmiller discusses in-depth the issues he’s watching on the budget deficit and national debt.

In the Markets Now: Selloff Summary for April 21, 2025

Stocks dropped precipitously on concerns for the future of Fed independence and trade war persistence.

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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.

The Business Cycle

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

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.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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