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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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
All That Matters: Is This the Top?
Is the bull market peaking? Not so fast. Mike & Ross discuss their continued optimism about the current market rally.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Big Winners of the Inflation Reduction Act
Earlier in August, Democrats passed a reconciliation bill that focuses on four key areas.
You've Made Your Career Move - Now What?
With a little planning, you can avoid leaving money on the table as you switch jobs.
Bull & Baird: The Wisdom of Golf
Market Strategist Michael Antonelli shares tips that could improve your golf and investment experiences.
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.
Bull & Baird: Perspective
Mike talks about the importance of stepping back to notice how far you've coming.
Five for Friday – November 21, 2025
This week, Ross looks at sources of investor anxiety and why each one is probably over-blown right now.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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