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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The Rule of 72

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.

Market & Policy Mid-Year Outlook with Strategas

Market & Policy Mid-Year Outlook with Strategas

Strategas addresses some pressing questions investors face heading into the second half the year, including inflation, recession, portfolio positioning, policy changes, midterm elections, and more.

The Business Cycle

The Business Cycle

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

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

All That Matters in 2024

Mike Antonelli and Ross Mayfield share what investors need to know to have a successful year in 2024.

All That Matters: Should You Be Worried About a Recession?

Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.

Wealth Management Mailbag: Spring 2023

Baird PWM analysts Mike Antonelli and Ross Mayfield discuss the potential for recession in 2023.

Washington Policy Themes for 2023

The Strategas Washington Research team kicks off 2023 by discussing some key themes to watch in the year ahead.

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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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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