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

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?”

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

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.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

The Cycle of Investing

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

• Articles

  All That Matters: The Lay of the Land

  Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

  A Decision Not Made Is Still a Decision

  Investors who put off important investment decisions may face potential consequence to their future financial security.

  The Best Market Indicator Is...

  One data point out of context doesn’t tell you the full story.

  Wealth Management Mailbag: Spring 2023

  Baird PWM analysts Mike Antonelli and Ross Mayfield discuss the potential for recession in 2023.

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  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.

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• Presentations

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

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• Videos

  The Fed and How It Got That Way

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

  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 Cycle of Investing

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

  Jane Bond: Infiltrating the Market

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

  It Was the Best of Times, It Was the Worst of Times

  All about how missing the best market days (or the worst!) might affect your portfolio.

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