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.
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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The Business Cycle
How will you weather the ups and downs of the business cycle?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Five for Friday – July 31, 2026
Ross looks at the breadth of today’s market and the lessons of the past to gauge market resilience.
Nvidia and Hindsight Bias
“In looking back, I knew it all along.”
Bull & Baird: Elections and You
Elections matter in many ways. But for your portfolio? They don't matter as much as you might think.
Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie
This month's Washington Policy Research outlines President Trump's tariffs into five buckets.
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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.
College Savings
See how much you may need to save now to cover future college costs for your child.
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.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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