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.

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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The Real Cost of a Vacation Home

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

Optimism vs. Pessimism

Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.

Should I Invest in Gold?

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

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Five for Friday – August 28, 2026

Ross zooms in on rising bond yields and looks at the latest data points on economic health.

Even Now, There Are Reasons To Own Bonds

Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

In the Markets Now: Selloff Summary for April 3

The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.

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?

Some Things Are Just Too Hard

How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.

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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.

College Savings

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

What Is My Net Worth?

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

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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?"

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Business Cycle

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

Finding the Balance

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

Jane Bond: Infiltrating the Market

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