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.

Investments

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

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Are Alternative Investments Right for You?

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

How to Deal With the Inevitable Volatility

Though they can be painful, market corrections are a natural and necessary part of long-term investing.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Does Diversification Still Work?

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

Five for Friday – June 26, 2026

With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.

Five for Friday – February 27, 2026

Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.

Investing Starts at Home

Thinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.

Five for Friday – October 2, 2026

Ross looks at this year’s strong corporate profit growth, Iran, and the historical relative strength of fourth quarters.

In the Markets Now: 2,025 Things for 2025

Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

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Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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.

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Investments

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

Finding the Balance

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

From Boats to Brokers

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

Bridging the Confidence Gap

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

What Can a Million Dollars Buy You?

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

Should I Invest in Gold?

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