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 Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Five for Friday – June 26, 2026
With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Reg BI - A Win for All Involved
Reg BI increases investor protection while preserving the right to choose who to work with and which services to use.
Five for Friday - June 12, 2026
Ross talks about IPO hype, data centers and the next bull market, and how not every company in a winning sector wins.
Bull & Baird: AI Narratives
AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.
The Big Winners of the Inflation Reduction Act
Earlier in August, Democrats passed a reconciliation bill that focuses on four key areas.
All That Matters: Hype Cycle, Fear Cycle
Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the debt ceiling crisis.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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.
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