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.

Featured Video

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 Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

In the Markets Now: The Selloff

Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.

Investments

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

• Articles

  All That Matters: Busting Market Myths

  Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.

  Diversification: The "Free Lunch" of Portfolio Building

  While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.

  Some Things Are Just Too Hard

  How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.

  How the Federal Reserve Works

  Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

  All That Matters: What Did We Learn?

  What can April’s selloff (and Warren Buffet) teach us about long-term investing.

  The Difficulty in Calling a Market Top

  Trying to “time the market” is both highly risky and incredibly difficult.

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• Videos

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  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?”

  Investments

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

  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.

  Global and International Funds

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

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