Investment | Victor L. LaRosa

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.

Bursting the Bubble

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

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Inflation and Your Portfolio

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

How Much Should You Be Worried About Inflation?

Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

Jane Bond: Infiltrating the Market

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

Focuses in the Trump 2.0 Administration

Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.

Significant Consumer Stimulus Arrives in 2026

After a challenging 2025, consumers will benefit from a boost in 2026 due to significant stimulus on the horizon.

Five for Friday – July 24, 2026

Ross looks at what’s happening under the market’s surface and why investors may not be as diversified as they think they are.

Bull & Baird: AI Narratives

AI is powerful and so is the narrative around it. Mike looks to the pandemic for a lesson about fear of the future.

Unpacking What It Means To Be a Fiduciary

The fiduciary standard offers protection for investors, but that’s not the whole story.

All That Matters: Busting Market Myths

Mike and Ross aim September’s episode at the four most common myths they have been hearing from clients.

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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.

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.

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The Real Cost of a Vacation Home

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

The Fed and How It Got That Way

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

Bursting the Bubble

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

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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?"

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.