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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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Five for Friday – April 24, 2026

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

Finding the Balance

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

In the Markets Now: Soft Landings and Bull Markets

The current bull market is set to enter its third year. What are the real risks facing investors?

Five for Friday – May 29, 2026

Ross talks consumer sentiment, “vibecession,” and an asset class that could be a useful diversifier beyond stocks and bonds.

Bull & Baird: What Moves the U.S. Stock Market?

Why did the market begin 2026 with new highs even after headlining-grabbing recent events in Venezuela?

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

In the Markets Now: Selloff Summary for April 3

The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.

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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.

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.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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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?"

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in 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.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Investments

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

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