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.

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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

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

Five for Friday – May 15, 2026

Five for Friday – May 15, 2026

Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

All That Matters: The Lay of the Land

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

All That Matters: Post-Election Roundup

Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

The Ultimate Investing Hack

Don’t let a feeling of apathy keep you from investing for the long term.

All That Matters: What Just Happened?

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

US Consumer Impacted by Student Loans Restarting

After a three-year hiatus during the COVID-19 pandemic, student loan payments will restart in October.

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.

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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.

Investments

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

The Business Cycle

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

Should You Invest in Exchange Traded Funds?

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

Are Alternative Investments Right for You?

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

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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