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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Market Volatility Rising Amid Conflict in Iran
Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Bank Failures Spark Questions Over Deposit Insurance
Our Washington Policy Research team explores the debate in Washington about whether to expand federal deposit insurance.
ESG Under the Microscope
Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.
All That Matters: Shiny Signals
Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.
5 Actions You Can Take in the Event of a Recession
Recessions might be inevitable – it doesn’t mean you need to take them lying down.
In the Markets Now: The Selloff
Ross takes a closer look at the market’s recent volatility and finds that the fundamentals tell a different story.
Bull & Baird: You're Afraid, Read This.
If you're feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.
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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.
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.
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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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.
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