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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Diversification: The "Free Lunch" of Portfolio Building
While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.
Wealth Management Mailbag: 2023 Outlook
Five lessons from 2022, and what we're watching for in the new year.
Investing in an Election Year
Mike Antonelli and Ross Mayfield discuss the perils in letting the upcoming election influence your portfolio strategy.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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?”
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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