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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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.

The Year of Living Dangerously

The Year of Living Dangerously

What did sitting at home and watching the stock market for 12 months teach young people about investing?

Where Is the Market Headed?

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?"

Key Takeaways from Strategas Research Areas - November 2025

Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Bull & Baird: The Wisdom of Golf

Market Strategist Michael Antonelli shares tips that could improve your golf and investment experiences.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Some Things Are Just Too Hard

How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.

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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?

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?"

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Global and International Funds

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

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