Investment | The AKW Group

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 Business Cycle

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

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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.

All That Matters: Post-Election Roundup

Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

The Junk Drawer Approach to Investing

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

Five for Friday – June 5, 2026

Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so far.

Five for Friday – January 9, 2026

As geopolitics rattle headlines, Ross offers a calming historical perspective and hopeful insights for the market in 2026.

Wealth Management Mailbag: Summer 2022

In this issue of the Wealth Management Mailbag, Ross Mayfield and Laura Davis answer client questions about the bear market.

All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

The Best Market Indicator Is...

One data point out of context doesn’t tell you the full story.

Bull & Baird: Let's Talk Gold and Silver

Gold and Silver have risen sharply; Mike Antonelli looks at why this is and whether you should act on it.

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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.

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.

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.

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The Real Cost of a Vacation Home

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

Global and International Funds

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

Bursting the Bubble

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

Should I Invest in Gold?

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