Investment | Baird's Fox Valley Office

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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Investments

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

All That Matters: What Lies Ahead

For the first episode of 2025, Mike and Ross pull back and look at the year to come.

The Real Cost of a Vacation Home

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

All That Matters: Your Greatest Challenge

Mike and Ross tackle what they believe to be the hardest thing about being an investor.

A Taxing Story: Capital Gains and Losses

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

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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.

Modeling Good Financial Behavior for Your Kids

Kids learn to handle money from watching you. Here are 8 ways to show them how to be responsible savers and consumers.

The Dangers of Portfolio Tinkering

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

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Inflation and Your Portfolio

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

The Fed and How It Got That Way

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

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.

Should I Invest in Gold?

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

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?”

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Articles

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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?

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

In the Markets Now: Inspecting IPOs

There’s been growing hype about IPOs, but is it warranted?

Bull & Baird: When Uncertainty Reigns

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

All That Matters: Hype and Hidden Risks

Mike and Ross look beyond hype to the real market risks facing investors

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Videos

From Boats to Brokers

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

Bursting the Bubble

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

Investments

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

Jane Bond: Scaling the Ladder

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

Should You Invest in Exchange Traded Funds?

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

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?”

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