Money | Baird's Chapel Hill Office

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Saving for College 101

Here's a crash course on saving for college.

August Wealth Strategies

Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.

A Quick Guide to Business Valuations

Why you might benefit from a business valuation, when to get it, and other common questions.

A Budget You Can Live With

A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

4 Myths When Managing Sudden Wealth

Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

8 Tips for Managing Sudden Wealth

With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

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Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos

Articles

Building an Emergency Fund: Your Financial Safety Net

Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

The Smart Way to Pay Off Student Loans

When it comes to paying off your student loan debt, you may have more options than you realize.

How to Buy a House in Eight Steps: A Guide

This guide prepares you for buying, whether "someday" is coming up soon or still a couple years down the road.

Wealth Management Is a Family Affair

5 Strategies on how to talk with your family about wealth and your legacy.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A Survival Guide for Small Business

You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’

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Videos

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here's a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos