Investment | The Hewson Rock & Harkins 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 You Invest in Exchange Traded Funds?

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

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Jane Bond: Infiltrating the Market

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

The Case for Liquidity

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

Investments

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

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

ESG Under the Microscope

Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.

Can a Stock Market Selloff Be a Good Thing?

When a down market can be a blessing in disguise.

Five for Friday – March 6, 2026

Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.

In the Markets Now: Bull Market Biopsy

With U.S. stocks near all-time highs, it’s natural to wonder if we are getting close to the end of this bull market.

In the Markets Now: Inspecting IPOs

There’s been growing hype about IPOs, but is it warranted?

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Jane Bond: Scaling the Ladder

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

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?

Investments

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

Should You Invest in Exchange Traded Funds?

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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Articles

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Five for Friday – November 14, 2025

This week, Ross looks at the fundamentals beneath share prices and why the broad stock market doesn’t look expensive.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

All That Matters: The National Debt (Or Does It?)

Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.

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Videos

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.

Global and International Funds

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

Are Alternative Investments Right for You?

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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Can a Million Dollars Buy You?

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

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?”

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