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.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Wealth Management Mailbag: Spring 2022
In this issue of the Wealth Management Mailbag, our wealth experts answer clients’ questions on inflation and cryptocurrency.
The Business Cycle
How will you weather the ups and downs of the business cycle?
All That Matters: Weathering a Storm
Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.
Nvidia and Hindsight Bias
“In looking back, I knew it all along.”
Bull & Baird: Is Now Different?
The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?
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?
Surprising Upsides in a Down Market
In a perfect world, the stock market would only go up. However, even down markets can benefit investors in unexpected ways.
How Should I Save for My Child’s Education?
Five vehicles that can help you make the most of saving for college.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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?”
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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