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.

Featured Video

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.

Inflation and Your Portfolio

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

Bull & Baird: AI Narratives

AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.

Bridging the Confidence Gap

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

• Articles

  Five for Friday - January 23, 2026

  Ross shares lessons from Tuesday’s selloff, from bond yields and the yen carry trade to small U.S. stocks vs. big ones.

  The Dangers of Portfolio Tinkering

  “Your money is like a bar of soap – the more you handle it, the less you’ll have.”

  In the Markets Now: Spots of Weakness

  As policy uncertainty and lackluster economic data shake the market, Ross looks at spots of weakness and strength.

  Investing with Your Heart

  For some, the social impact of investing is just as important as the return, perhaps more important.

  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.

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

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• Videos

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  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 Fed and How It Got That Way

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

  From Boats to Brokers

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

  The Cycle of Investing

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

  Bridging the Confidence Gap

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

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