Investment | The SD Group

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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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

All That Matters: What Just Happened?

Was August’s market selloff just a blip, or a sign of something bigger?

Investments

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

The Dangers of Portfolio Tinkering

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Five for Friday - April 10, 2026

Ross looks at how the market and economy have held up amid uncertainty, then gives Washington a hat tip for the Patent Act.

Washington Policy Research: Three Policy Themes for 2026

Strategas explains why year two of a presidency often brings more populist proposals ahead of midterm elections.

The Case for Liquidity

The best way to maximize your outcomes is to maximize your choices.

2026 Market and Policy Outlook

See what’s ahead for markets and policy in 2026 – and how it could impact you.

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What Can a Million Dollars Buy You?

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

The Business Cycle

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

The Fed and How It Got That Way

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

Global and International Funds

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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Junk Drawer Approach to Investing

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

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Articles

All That Matters: Can't Keep a Good Market Down

Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

All That Matters: 250 Years of American Optimism

Mike and Ross explain why American resilience, innovation and optimism remain powerful forces for long-term investors.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Five for Friday – July 10, 2026

Ross looks at market momentum, crude oil movement, jobs, and how we spend our time.

Building Wealth in College

Start building your money and investment management skills in college with these practices.

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Videos

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?"

The Fed and How It Got That Way

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Junk Drawer Approach to Investing

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Jane Bond: Scaling the Ladder

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

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