Investment | Jim Galkowski, CFP®, CIMA®

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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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The Fed and How It Got That Way

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

All That Matters: What Just Happened?

Was August’s market selloff just a blip, or a sign of something bigger?

Should You Invest in Exchange Traded Funds?

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

Washington Policy Research: Rebuilding a Tariff Regime

Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented.

Bull & Baird: When Uncertainty Reigns

What can a recent spring storm tell us about the market's current volatility?

Five for Friday – August 21, 2026

Ross looks at silver linings to bubbles, the average stock, the importance of breadth and the danger of leverage.

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.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

All That Matters: 2025 Unwrapped

Mike and Ross unwrap gifts – and insights – from a year of market surprises and lessons learned.

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Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

College Savings

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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Are Alternative Investments Right for You?

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

Global and International Funds

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

Investments

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

The Cycle of Investing

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

The Junk Drawer Approach to Investing

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

The Real Cost of a Vacation Home

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