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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Big Winners of the Inflation Reduction Act
Earlier in August, Democrats passed a reconciliation bill that focuses on four key areas.
Modern-Day Wealth Management
Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Debt Ceiling Deal Includes Two Years of Spending Caps
Strategas breaks down what’s in the deal, its impact on economic growth over the coming years, and what to focus on next.
Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie
This month's Washington Policy Research outlines President Trump's tariffs into five buckets.
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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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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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?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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