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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bull & Baird: The Siren's Call
In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Five for Friday – July 31, 2026
Ross looks at the breadth of today’s market and the lessons of the past to gauge market resilience.
In the Markets Now: 2,025 Things for 2025
Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.
How to Deal With the Inevitable Volatility
Though they can be painful, market corrections are a natural and necessary part of long-term investing.
Five for Friday – June 26, 2026
With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.
In the Markets Now: Soft Landings and Bull Markets
The current bull market is set to enter its third year. What are the real risks facing investors?
Bull & Baird: 7 Virtues of Investing
After writing on the 7 sins of investing, Mike turns to the 7 virtues. How many apply to your investing style?
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
College Savings
See how much you may need to save now to cover future college costs for your child.
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.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
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