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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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

How Should I Save for My Child’s Education?

How Should I Save for My Child’s Education?

Five vehicles that can help you make the most of saving for college.

The Business Cycle

The Business Cycle

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

Bull & Baird: AI Narratives

AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Washington Policy Research: Rebuilding a Tariff Regime

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

In the Markets Now: Selloff Summary for June 5, 2026

Equity markets fell on Friday, June 5 as the prospect of higher rates met AI anxiety and sent investors into profit-taking.

Bull & Baird: 7 Sins of Investing

Mike guides us out of bad investment habits and toward a better mindset for long-term wealth-building.

In the Markets Now: Quick Crash, Quick Bounce

A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

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Debt-to-Income Ratio Calculator

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

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.

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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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Inflation and Your Portfolio

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

From Boats to Brokers

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

Investments

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

The Real Cost of a Vacation Home

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

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