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 You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
In the Markets Now: Taking Action
Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?
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.
The Road to November: Election Insights from Strategas
Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Getting Ahead of the Curve
Learn how to use bond ladders to make the most of higher interest rates without locking yourself into a long-term investment.
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?
In the Markets Now: King Cash (and False Security)
Ross explains why cash feels comfortable but is not a wealth-building tool.
To Bubble or Not to Bubble: That Is the Question
With today’s high stock market valuations, Baird's John Taft and Mike Antonelli discuss how to handle a potential bubble.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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