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.

Are Alternative Investments Right for You?

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

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The Business Cycle

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

Five for Friday — January 30, 2026

Ross reflects on five of his favorite quotes from Warren Buffett.

Investments

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

What the 1970s Can Teach Us About Inflation

Lessons from an age when inflation was anything but groovy.

Five for Friday — February 6, 2026

Ross looks at corporate profits, the swoon in Bitcoin, and Gold’s movements—and reminds us to run our own race.

Five for Friday – May 8, 2026

Corporate profits and the job market are doing better than gloomy headlines suggest (but long-term bond yields may be a risk)

Earnings for All Seasons

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

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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Jane Bond: Scaling the Ladder

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Junk Drawer Approach to Investing

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

Are Alternative Investments Right for You?

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

Jane Bond: Infiltrating the Market

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

The Fed and How It Got That Way

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

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Articles

What You Can (And Can’t) Pay for With 529 Funds

529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

Optimism vs. Pessimism

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

Earnings for All Seasons

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

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

In the Markets Now: Investing Lessons from Covid

Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.

Surprising Upsides in a Down Market

In a perfect world, the stock market would only go up. However, even down markets can benefit investors in unexpected ways.

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Videos

The Real Cost of a Vacation Home

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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.

Jane Bond: Infiltrating the Market

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

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.

Finding the Balance

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

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