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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Five for Friday – August 28, 2026
Ross zooms in on rising bond yields and looks at the latest data points on economic health.
Wealth Management Mailbag: Summer 2022
In this issue of the Wealth Management Mailbag, Ross Mayfield and Laura Davis answer client questions about the bear market.
Bull & Baird: When Uncertainty Reigns
What can a recent spring storm tell us about the market's current volatility?
All That Matters: Rambling and Gambling
How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?
In the Markets Now: Betting Boom
The line between investing and gambling has blurred. Ross adds some clarity.
Bull & Baird: What Gets Attention is Rarely Valuable
The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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.
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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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
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