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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Finding the Balance

Finding the Balance

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

Bull & Baird: Perspective

Bull & Baird: Perspective

Mike talks about the importance of stepping back to notice how far you've coming.

From Boats to Brokers

From Boats to Brokers

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

In the Markets Now: War in Iran

As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.

Five for Friday – May 8, 2026

Corporate profits and the job market are doing better than gloomy headlines suggest (but long-term bond yields may be a risk)

Bull & Baird: Perspective

Mike talks about the importance of stepping back to notice how far you've coming.

Wealth Management Mailbag: Summer 2022

In this issue of the Wealth Management Mailbag, Ross Mayfield and Laura Davis answer client questions about the bear market.

All That Matters: War and the Stock Market

Mike and Ross unpack how wars really move the markets.

Five for Friday — February 6, 2026

Ross looks at corporate profits, the swoon in Bitcoin, and Gold’s movements—and reminds us to run our own race.

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Investments

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

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 Cycle of Investing

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

The Business Cycle

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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