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.

Featured Video

Finding the Balance

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

In the Markets Now: Taking Action

Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

• Articles

  All That Matters: All-Time Highs, All-Time Worries

  In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.

  Five for Friday – March 27, 2026

  Ross looks at higher oil prices, the ongoing benefits of last year’s big tax bill, and the mood shift on rate cuts.

  All That Matters: The National Debt (Or Does It?)

  Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.

  In the Markets Now: Quick Crash, Quick Bounce

  A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

  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.

  In the Markets Now: Selloff Summary for January 20, 2026

  Equity markets fell on Tuesday as geopolitical tensions ramped up and global bond yields spiked.

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• Calculators

  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.

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  Debt-to-Income Ratio Calculator

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

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• Videos

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  Should I Invest in Gold?

  Learning more about gold and its history may help you decide whether it has a place in your portfolio.

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  The Junk Drawer Approach to Investing

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

  From Boats to Brokers

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

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