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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It Was the Best of Times, It Was the Worst of Times

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.

Next Year's Debt Ceiling Expiration and the Tax Debate

Next Year's Debt Ceiling Expiration and the Tax Debate

The outcome of the election will be key to how the debt ceiling is resolved next year.

From Boats to Brokers

From Boats to Brokers

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

In the Markets Now: Bull Market Biopsy

With U.S. stocks near all-time highs, it’s natural to wonder if we are getting close to the end of this bull market.

Unpacking What It Means To Be a Fiduciary

The fiduciary standard offers protection for investors, but that’s not the whole story.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Five for Friday – May 22, 2026

Ross looks at near-term bubble questions, long-term optimism and a big jump in corporate profit expectations.

Five for Friday - June 12, 2026

Ross talks about IPO hype, data centers and the next bull market, and how not every company in a winning sector wins.

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.

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Investments

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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 Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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