Investment | Kris Callaway

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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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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.

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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Five for Friday – November 21, 2025

This week, Ross looks at sources of investor anxiety and why each one is probably over-blown right now.

Five for Friday – September 4, 2026

Ross looks at expectations for rate hikes, the seasonality of elections (and autumn in general), and the commodity market.

Does Diversification Still Work?

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

Market Volatility Rising Amid Conflict in Iran

Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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.

What Is My Net Worth?

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

Debt-to-Income Ratio Calculator

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

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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.

The Business Cycle

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Bridging the Confidence Gap

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