Investment | Baird Roseville 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.

Jane Bond: Infiltrating the Market

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

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Finding the Balance

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

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Fed and How It Got That Way

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

Five for Friday – January 9, 2026

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

Bull & Baird: What a Run

Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.

Five for Friday – March 27, 2026

Ross looks at higher oil prices, the ongoing benefits of last year’s big tax bill, and the mood shift on rate cuts.

Five for Friday – June 26, 2026

With America 250 looming ahead, Ross looks at our place in the world and what makes the U.S. unique.

The Road to November: Election Insights from Strategas

Head of Policy Research Dan Clifton breaks down how to analyze the upcoming presidential election, and what it means for you.

You've Made Your Career Move - Now What?

With a little planning, you can avoid leaving money on the table as you switch jobs.

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What Is My Net Worth?

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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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.

Bridging the Confidence Gap

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

Global and International Funds

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

Finding the Balance

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

Inflation and Your Portfolio

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

Bursting the Bubble

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