Baird Market Strategy

Mike and Ross look back at the surprises and lessons of 2024, make their predictions for 2025, and talk holiday potpourri.

Ross looks at the state of the consumer and the many all-time highs of 2024, and hazards some guesses for 2025.

Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?

Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

The current bull market is set to enter its third year. What are the real risks facing investors?

This month, Mike and Ross take on some common market myths, and attempt to put them to rest.

After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.

Labor Day is a good time to assess the health of the U.S. job market and its potential impact on the year ahead.

A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

Was August’s market selloff just a blip, or a sign of something bigger?

The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.

The selloff in global stocks over recent days has been sharp and swift, with volatility spiking to levels unseen since 2020.

Is the bull market peaking? Not so fast. Mike and Ross explain why they continue to be optimistic about the current market rally.

Investing carries risk, and so does sitting on the sidelines: the S&P 500 is up 40% since ChatGPT was released in late 2022.

Mike and Ross tackle what they believe to be the hardest thing about being an investor.

Mike and Ross explain the Big Mistake, and how to avoid it.

Taking stock of the current market.

This month, Mike and Ross tackle a lofty goal: creating a definitive episode on how to understand the United States’ debt and they dispel some fear along the way.

Ross Mayfield, Investment Strategy Analyst, provides a recap recent market action and some perspective to investors.

As the year closes out, Mike and Ross discuss what really moved the markets and economy in 2023.

Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.

When geopolitical tensions rise and the future is unknowable, what’s an investor to do?

Recounting his own mid-life crisis, Mike thoughtfully reminds readers that a prior event’s pain can lead to future success.

As things ramp up into year end, what should investors be watching?

Even when the markets are quiet, Mike has insightful advice about investing – and life.

Taking a simple approach to investing can be just as rewarding as a complex one – like playing pickleball instead of tennis.

Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.

Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the recent debt ceiling crisis.

How do you choose between low unemployment and low inflation?

Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month: Is a recession imminent?

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

Instead of letting financial anxiety get the best of you, call up your partners at Baird. Trust us, we’ve been there before.

There’s more to people’s investments than what they may share. The financial success of others doesn’t hinder your own.

After a tough year for stocks in 2022, Mike urges investors to keep living authentically – no matter what comes next.

2022, a year that endured 10 long months of a bear market, taught us many lessons about investing. Mike offers his top 10.

While many look to simply survive a bear market, Mike shares a few tips for investors that could help you thrive instead.

The market’s bottom point is only established in the future – that’s why planning for uncertainty is vital.

While we can’t avoid market selloffs, we can expect them. Here’s how to persevere your way through.

Through telling the story of the fluctuations within his son’s 529 account, Mike demonstrates the significance of patience.

In a world focused on the short-term, patience is key. When many around you panic, Mike encourages you to stick to your game.

If you’re feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.

Don’t let the natural uncertainty of the market get the best of you. If stocks decline, consider your options before selling.

Though the generations have vastly different traits, Millennials may be more similar to Baby Boomers than you think.

By comprising his adult life into a 24-hour story, Mike expresses the importance of embracing the little things.

In a breakdown of U.S. assets and liabilities, Mike explains why America is still one of the wealthiest nations.

Your personal investment plans should be a reflection of who you are – not who someone on television is telling you to be.

In describing NASA’s feat of putting a helicopter on Mars, Mike encourages investors to take a moment to dream.

Why you shouldn’t let your desire to be correct about the market’s future hinder your ability to maximize your profit.

Feeling tempted by others’ fast market gains? Here’s how to satisfy your FOMO without sacrificing a diversified portfolio.

Nowadays, even memes can move markets – but that doesn’t mean you have to play every new investing game.

In a world of pessimistic news, Mike challenges investors to be optimists, and explains how that mindset can benefit you.

Alongside his 2021 predictions, Mike describes why investors should focus on the long (and not just the short) run.