Investment | Bud Lucke

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.

Investments

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

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Should You Invest in Exchange Traded Funds?

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

Five for Friday – March 20, 2026

Ross looks at consumer tailwinds and headwinds and reminds us of the importance of realistic expectations in investing.

The Real Cost of a Vacation Home

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

In the Markets Now: Selloff Summary for January 20, 2026

Equity markets fell on Tuesday as geopolitical tensions ramped up and global bond yields spiked.

All That Matters: What Just Happened?

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

All That Matters: 2025 Unwrapped

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ESG Under the Microscope

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Bull & Baird: What Gets Attention is Rarely Valuable

The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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College Savings

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

Monthly Budget

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

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.

What Is My Net Worth?

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

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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.

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.

The Junk Drawer Approach to Investing

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

The Fed and How It Got That Way

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

Finding the Balance

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

Are Alternative Investments Right for You?

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