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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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In the Markets Now: What I'm Thankful For
There’s a lot to be thankful for in the markets.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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 – January 9, 2026
As geopolitics rattle headlines, Ross offers a calming historical perspective and hopeful insights for the market in 2026.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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.
All That Matters: The Lay of the Land
Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.
In the Markets Now: The Reserve Currency
Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.
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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?"
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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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