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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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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?”
Five for Friday – April 24, 2026
Ross looks under the hood of the market’s recent rally gives us another reason why diversification is our friend.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Five for Friday – November 14, 2025
This week, Ross looks at the fundamentals beneath share prices and why the broad stock market doesn’t look expensive.
What You Can (And Can’t) Pay for With 529 Funds
529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.
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.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Year of Living Dangerously
What did sitting at home and watching the stock market for 12 months teach young people about investing?
Some Things Are Just Too Hard
How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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.
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