Investment | Baird Franklin

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.

From Boats to Brokers

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

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Finding the Balance

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

In the Markets Now: War in Iran

As the conflict in the Middle East has escalated, so have concerns on the effect it will have on the economy and markets.

Investments

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

Five for Friday – May 29, 2026

Ross talks consumer sentiment, “vibecession,” and an asset class that could be a useful diversifier beyond stocks and bonds.

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?

Bull & Baird: The Siren's Call

In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.

Diversification: The "Free Lunch" of Portfolio Building

While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.

Pullbacks, Corrections, and Bear Markets

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

All That Matters: War and the Stock Market

Mike and Ross unpack how wars really move the markets.

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What Is My Net Worth?

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

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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.

Student Loan Payoff Calculator: Extra Payments Can Save You

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

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Should I Invest in Gold?

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

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.

Are Alternative Investments Right for You?

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

Bridging the Confidence Gap

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

The Business Cycle

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

Global and International Funds

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