Investment | Baird's Naples 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 Real Cost of a Vacation Home

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

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Should You Invest in Exchange Traded Funds?

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

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Investments

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

How Much Should You Be Worried About Inflation?

Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

In the Markets Now: Labor Day Labor Market Update

Ross checks in with wages vs. inflation, job-hugging, and which industries gained jobs in the last year.

Five for Friday – February 27, 2026

Ross looks at AI fears, IPO hopes, ATM lessons, and the humble aspirin.

Staying the Course

Focus too much on day-to-day market performance and you could miss the larger trend.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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The Junk Drawer Approach to Investing

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

The Business Cycle

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Real Cost of a Vacation Home

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

Should I Invest in Gold?

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

Are Alternative Investments Right for You?

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

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Articles

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

These Are a Few of My Favorite Quotes

Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.

A Deeper Look at the National Debt

Strategas Chief Economist Don Rissmiller discusses in-depth the issues he’s watching on the budget deficit and national debt.

Next Year's Debt Ceiling Expiration and the Tax Debate

The outcome of the election will be key to how the debt ceiling is resolved next year.

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.

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Videos

Jane Bond: Infiltrating the Market

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

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.

Bursting the Bubble

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

Should You Invest in Exchange Traded Funds?

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

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