Investment | Baird Winston Salem

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: Scaling the Ladder

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

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Investments

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

The Fed and How It Got That Way

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

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.

Five for Friday – January 16, 2026

Ross pushes backs on alarmism about the U.S. dollar, looks at bull market staying power, and checks on the labor market.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Tariff Uncertainty Could Lead to More Pro-Growth Tax Policie

This month's Washington Policy Research outlines President Trump's tariffs into five buckets.

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.

Five for Friday – March 6, 2026

Ross looks at how war affects the market and gas prices – and then touches on recent signs that economic activity is up.

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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.

Monthly Budget

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

Student Loan Payoff Calculator: Extra Payments Can Save You

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

What Is My Net Worth?

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Finding the Balance

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

Jane Bond: Infiltrating the Market

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

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?"