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 Business Cycle

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

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The Real Cost of a Vacation Home

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

In the Markets Now: Inspecting IPOs

There’s been growing hype about IPOs, but is it warranted?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Five for Friday – January 9, 2026

As geopolitics rattle headlines, Ross offers a calming historical perspective and hopeful insights for the market in 2026.

2026 Market and Policy Outlook

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

Five for Friday – February 27, 2026

Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.

Five for Friday – May 1, 2026

Ross sizes up this bull market then looks at sentiment, software jobs, and more.

In the Markets Now: Labor Day Labor Market Update

Ross checks in with wages vs. inflation, job-hugging, and which industries gained jobs in the last year.

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.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Business Cycle

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

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 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?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Articles

Next Year's Debt Ceiling Expiration and the Tax Debate

The outcome of the election will be key to how the debt ceiling is resolved next year.

Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie

This month's Washington Policy Research outlines President Trump's tariffs into five buckets.

Bull & Baird: When Uncertainty Reigns

What can a recent spring storm tell us about the market's current volatility?

Wealth Management Mailbag: Spring 2022

In this issue of the Wealth Management Mailbag, our wealth experts answer clients’ questions on inflation and cryptocurrency.

A Look at Diversification

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

All That Matters: The Next Bear Market

The next bear market is inevitable – will you be prepared?

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Videos

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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.

Inflation and Your Portfolio

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

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?"

Global and International Funds

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos