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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
2026 Mid-Year Market Outlook | Baird Strategas
Baird Strategas on key themes for investors to watch in the second half of 2026.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All That Matters: Invest Your Age
Mike and Ross explore why investing doesn't end at retirement.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Five for Friday – March 27, 2026
Ross looks at higher oil prices, the ongoing benefits of last year’s big tax bill, and the mood shift on rate cuts.
Even Now, There Are Reasons To Own Bonds
Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?
You've Made Your Career Move - Now What?
With a little planning, you can avoid leaving money on the table as you switch jobs.
Modern-Day Wealth Management
Wealth management is about more than just stocks and annuities, it’s about learning what makes you happy.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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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 Business Cycle
How will you weather the ups and downs of the business cycle?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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.
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