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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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Reg BI - A Win for All Involved
Reg BI increases investor protection while preserving the right to choose who to work with and which services to use.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Diversification: The "Free Lunch" of Portfolio Building
While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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.
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.
Building Wealth in College
Start building your money and investment management skills in college with these practices.
Investing Starts at Home
Thinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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