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 Real Cost of a Vacation Home

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

Should I Invest in Gold?

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

Bull & Baird: When Dreamers Dare

What the Miracle on Ice reveals about the enduring power of American optimism.

From Boats to Brokers

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

• Articles

  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.

  Bull & Baird: The Siren's Call

  In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.

  Washington Policy Research: Rebuilding a Tariff Regime

  Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented.

  Wealth Management Mailbag: Summer 2022

  In this issue of the Wealth Management Mailbag, Ross Mayfield and Laura Davis answer client questions about the bear market.

  US Consumer Impacted by Student Loans Restarting

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

  In the Markets Now: 2,026 Things for 2026

  Ross has fun with numbers and dishes a wealth of good information for investors to know as we head into 2026.

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• Calculators

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  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.

  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

  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.

  Finding the Balance

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

  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.

  Are Alternative Investments Right for You?

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

  The Real Cost of a Vacation Home

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

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