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

Should I Invest in Gold?

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

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.

Bull & Baird: Elections and You

Elections matter in many ways. But for your portfolio? They don't matter as much as you might think.

The Business Cycle

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

• Articles

  In the Markets Now: What the Rate Cuts Mean

  After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.

  To Bubble or Not to Bubble: That Is the Question

  With today’s high stock market valuations, Baird's John Taft and Mike Antonelli discuss how to handle a potential bubble.

  Five for Friday – October 9, 2026

  Ross looks at new highs, the effect of rising yields, the market’s current “cheapness,” and a couple of historical tidbits.

  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.

  All That Matters: What Just Happened?

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

  Risk Perspective

  Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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• Calculators

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  What Is My Net Worth?

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

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  College Savings

  See how much you may need to save now to cover future college costs for your child.

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• Videos

  What Can a Million Dollars Buy You?

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

  Bursting the Bubble

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

  Bridging the Confidence Gap

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

  The Cycle of Investing

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

  From Boats to Brokers

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

  Are Alternative Investments Right for You?

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

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