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.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Washington Policy Research: Rebuilding a Tariff Regime

Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

• Articles

  Five for Friday – March 20, 2026

  Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

  Modeling Good Financial Behavior for Your Kids

  Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.

  How Much Should You Be Worried About Inflation?

  Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

  Washington Policy Research: Rebuilding a Tariff Regime

  Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented.

  Five for Friday – May 29, 2026

  Ross talks consumer sentiment, “vibecession,” and an asset class that could be a useful diversifier beyond stocks and bonds.

  All That Matters: Should You Be Worried About a Recession?

  Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.

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• Calculators

  Student Loan Payoff Calculator: Extra Payments Can Save You

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

  Monthly Budget

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

  Debt-to-Income Ratio Calculator

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

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  What Is My Net Worth?

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

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• Videos

  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.

  Inflation and Your Portfolio

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

  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 Business Cycle

  How will you weather the ups and downs of the business cycle?

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