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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Investments

Investments

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

Five for Friday – September 18, 2026

Five for Friday – September 18, 2026

Ross looks at the first rate hike since 2023, dot-com bubble comparisons, and why investors tend to underperform the market.

Global and International Funds

Global and International Funds

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

All That Matters: What Did We Learn?

What can April’s selloff (and Warren Buffet) teach us about long-term investing.

All That Matters: Post-Election Roundup

Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

Five for Friday – August 7, 2026

Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.

Bull & Baird: The Siren's Call

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

All That Matters: Dawn of the AI Narrative

AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

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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.

College Savings

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

Student Loan Payoff Calculator: Extra Payments Can Save You

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

What Is My Net Worth?

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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 Business Cycle

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

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.

Investments

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

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