Investment | Laurel M. Lee

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.

The Junk Drawer Approach to Investing

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

Have A Question About This Topic?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Getting Ahead of the Curve

Learn how to use bond ladders to make the most of higher interest rates without locking yourself into a long-term investment.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

All That Matters: The Lay of the Land

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

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.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Five for Friday – July 17, 2026

Ross looks at the relationship between expectations and outcomes, especially when a rally begins to make people nervous.

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.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

View all articles

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.

College Savings

See how much you may need to save now to cover future college costs for your child.

View all calculators

Should I Invest in Gold?

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

Finding the Balance

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

The Business Cycle

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

Bursting the Bubble

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

Investments

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.