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.

Should I Invest in Gold?

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

ESG Under the Microscope

Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.

Should You Invest in Exchange Traded Funds?

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

Five for Friday – March 13, 2026

Ross looks at rising oil prices, gives a sanity check on dedollarization, and shares new data on remote work.

Five for Friday – July 24, 2026

Ross looks at what’s happening under the market’s surface and why investors may not be as diversified as they think they are.

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Making the Most of Employee Stock Ownership

Employee stock purchase plans are powerful investment vehicles. Learn their key benefits and how to take advantage of them.

All That Matters: What's New, What Isn't

How should investors interpret recent market volatility? And what’s different this time?

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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.

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.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Bursting the Bubble

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

Investments

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

Bridging the Confidence Gap

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

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.