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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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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.
All That Matters: 2025 Unwrapped
Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
In the Markets Now: What I'm Thankful For
There’s a lot to be thankful for in the markets.
In the Markets Now: Bitcoin Thoughts
Ross tackles the return of Bitcoin buzz with an explainer on how to think of crypto from an investment perspective.
In the Markets Now: Labor Day Labor Market Update
Ross checks in with wages vs. inflation, job-hugging, and which industries gained jobs in the last year.
All That Matters: What Just Happened?
Was August’s market selloff just a blip, or a sign of something bigger?
The Road to November: Election Insights from Strategas
Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.
Bull & Baird: You're Afraid, Read This.
If you're feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.
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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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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