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 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.

Bull & Baird: What a Run

Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.

Inflation and Your Portfolio

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

• Articles

  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.

  Does Diversification Still Work?

  Hindsight may be 20/20, but investing is about looking forward.

  Five for Friday – March 6, 2026

  Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.

  All That Matters: Hype Cycle, Fear Cycle

  Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the debt ceiling crisis.

  ESG Under the Microscope

  Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.

  Impact Investing or Philanthropy

  This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

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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.

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  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.

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• Videos

  Finding the Balance

  The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

  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?

  Are Alternative Investments Right for You?

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

  From Boats to Brokers

  From the Dutch East India Company to Wall St., the stock market has a long and storied history.

  Investments

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

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