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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Bull & Baird: Is Now Different?
The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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.
Key Takeaways from Strategas Research Areas - May 2025
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
Bull & Baird: Let's Talk Gold and Silver
Gold and Silver have risen sharply; Mike Antonelli looks at why this is and whether you should act on it.
Understanding The Fed’s Highwire Act
How do you choose between low unemployment and low inflation?
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.
You've Made Your Career Move - Now What?
With a little planning, you can avoid leaving money on the table as you switch jobs.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
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