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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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Even Now, There Are Reasons To Own Bonds

Even Now, There Are Reasons To Own Bonds

Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

Inflation and Your Portfolio

Inflation and Your Portfolio

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

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Staying the Course

Focus too much on day-to-day market performance and you could miss the larger trend.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Wealth Management Mailbag: Fall 2022

Why is inflation so hard to tamp down, and how does raising rates help?

ESG Under the Microscope

Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.

The Case for Liquidity

The best way to maximize your outcomes is to maximize your choices.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Should You Invest in Exchange Traded Funds?

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Business Cycle

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

The Cycle of Investing

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

The Fed and How It Got That Way

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

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