Investment | Doug Schmidt

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.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Does Diversification Still Work?

Hindsight may be 20/20, but investing is about looking forward.

The Business Cycle

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

Five for Friday – April 24, 2026

Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.

Five for Friday - June 12, 2026

Ross talks about IPO hype, data centers and the next bull market, and how not every company in a winning sector wins.

Geopolitical Uncertainty Expected to Continue

The events in the Middle East fit the larger theme of geopolitical uncertainty that we are seeing across the world stage.

All That Matters: War and the Stock Market

Mike and Ross unpack how wars really move the markets.

In the Markets Now: What the Rate Cuts Mean

After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.

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.

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Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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?"

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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.