Investment

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.

Featured Video

The Cycle of Investing

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Even Now, There Are Reasons To Own Bonds

Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

The Business Cycle

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

• Articles

  All That Matters: The Lay of the Land

  Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

  Five for Friday – March 27, 2026

  Ross looks at higher oil prices, the ongoing benefits of last year’s big tax bill, and the mood shift on rate cuts.

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  Bull & Baird: What Gets Attention is Rarely Valuable

  The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.

  How Much Should You Be Worried About Inflation?

  Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

  In the Markets Now: What I'm Thankful For

  There’s a lot to be thankful for in the markets.

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• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  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.

  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.

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• Videos

  Jane Bond: Infiltrating the Market

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

  From Boats to Brokers

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

  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.

  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 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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