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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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Five for Friday – May 1, 2026
Ross sizes up this bull market then looks at sentiment, software jobs, and more.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bull & Baird: When Dreamers Dare
What the Miracle on Ice reveals about the enduring power of American optimism.
Focuses in the Trump 2.0 Administration
Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.
Five for Friday – October 2, 2026
Ross looks at this year’s strong corporate profit growth, Iran, and the historical relative strength of fourth quarters.
Five for Friday – May 15, 2026
Ross examines the traits of this bull market and responds to concerns that continued market strength is too good to be true.
In the Markets Now: Spots of Weakness
As policy uncertainty and lackluster economic data shake the market, Ross looks at spots of weakness and strength.
Bull & Baird: Perspective
Mike talks about the importance of stepping back to notice how far you've coming.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Investments
You’ve made investments your whole life. Work with us to help make the most of 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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