Investment | Seth Kaplan

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.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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Investments

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

2026 Market and Policy Outlook

See what’s ahead for markets and policy in 2026 – and how it could impact you.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

In the Markets Now: Iran Conflict (Week 3)

Ross Mayfield is joined by Michael Antonelli to discuss the war in the Middle East.

Focuses in the Trump 2.0 Administration

Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.

Bull & Baird: The Wisdom of Golf

Market Strategist Michael Antonelli shares tips that could improve your golf and investment experiences.

Five for Friday – August 21, 2026

Ross looks at silver linings to bubbles, the average stock, the importance of breadth and the danger of leverage.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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.

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College Savings

See how much you may need to save now to cover future college costs for your child.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Bursting the Bubble

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

The Business Cycle

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

Global and International Funds

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

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.