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.

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Investments

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

The Junk Drawer Approach to Investing

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

All That Matters: What's New, What Isn't

How should investors interpret recent market volatility? And what’s different this time?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

• Articles

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Five for Friday – April 17, 2026

  Health care jobs are growing, rents aren’t rising, the market is rallying and natural gas is keeping U.S. energy costs down.

  2026 Market and Policy Outlook

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

  Bull & Baird: Perspective

  Mike talks about the importance of stepping back to notice how far you've coming.

  Five for Friday – August 7, 2026

  Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.

  Five for Friday – September 25, 2026

  Ross looks at optimistic data for the labor market, the state of the AI ecosystem, and corporate profits.

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• Calculators

  Debt-to-Income Ratio Calculator

  Calculate your debt-to-income ratio to understand how lenders may view your financial health.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  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.

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• Videos

  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 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.

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  The Cycle of Investing

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

  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 Fed and How It Got That Way

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

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