Baird Digest

The way you think about money during your working years will likely shift once you reach retirement – here are four examples.

The potential macroeconomic effects of tariffs, and how they may impact you as a consumer and investor.

Year-round tax planning can help maximize returns and minimize costs.

This season on our podcast Invested, we cover how women are navigating the responsibilities of the sandwich generation.

Our latest Letter From Leadership discusses the importance of our 2025 client satisfaction survey.

A few lesser-known ways to put those 529 funds to good use.

How could the 2025 changes in Washington impact your personal wealth plan?

How you can empower your kids to make positive financial decisions well into adulthood.

While Strategas’ experts are optimistic about the economy in 2025, there are still a few risks to be mindful of.

The macroeconomic experts at Strategas, a Baird Company, identify four themes that could play out in 2025 and beyond.

Does your trustee have the time, skills and wisdom needed to fulfill your wishes?

Our latest Letter From Leadership reflects upon the need to maximize your planning options.

Looking to reap the benefits of a Roth conversion? First, answer these three important questions.

The key to surviving the uncertainty and distraction of an election season is staying focused on what’s important.

The income tax implications we can expect to see if the Tax Cuts and Jobs Act sunset occurs – and how you can prepare today.

The Paul Purcell “Kids Win!” Annual Baird Education Grant supported educational organizations around the country since 2021.

How far can your charitable contributions go? Optimize their impact by using these five timely strategies.

The secret to entering 2025 with confidence, no matter what the future may hold.

How can you finish out 2024 to make sure you get a strong start to 2025?

Strategas compares today’s technology-fueled market boom to one a quarter-century ago.

See how our associates take the lead in giving back in this issue’s Letter From Leadership.

While challenging, discussions around inheriting wealth are important. Here are six strategies to foster open communication.

Getting married? Entering retirement? Moving? Read on for a list of life events that may warrant an update to your estate plan.

With updated regulations around inherited IRAs, IRA owners and beneficiaries have some decisions to make.

Learn how Baird helped the Confederated Tribes of Grand Ronde build a sustainable future in “Doing Well by Doing Good.”

What can you do to ensure your family’s legacy is protected as you pass your wealth down to your heirs?

Breaking down five key policy differences this presidential election.

What to consider as you take on the care of an elderly parent – and how you can prepare your kids to do the same someday.

Mike Antonelli and Ross Mayfield discuss the most common mistake investors make ahead of an election.

There’s a team of talented financial professionals supporting your relationship with your advisor and committed to seeing you succeed.

For years, you’ve selflessly supported your children – but now, how can you start prioritizing yourself?

A looming drop in the estate tax exemption sparks a wealth transfer opportunity.

While tax season might only come once a year, effective tax planning requires a longer-term mindset.

Owning a home brings with it several financial benefits. Here are five scenarios to help you make the most of it.

AI and automation could usher in a new economic era – and that might not be a bad thing.

Through Baird Online, you can track your finances and see the big picture.

Baird’s planning experts offer some strategies to start the New Year off right.

Filling out tax forms isn’t for the faint of heart. Here are six tips to make life easier for you and your CPA.

Take advantage of all the guidance, resources and support your Baird Financial Advisor has to offer.

In “Doing Well by Doing Good,” Baird’s investment banking team sets up School of Rock’s next chapter of growth.

A family letter can transform your plans for your estate into a testament to your legacy.

Baird’s Mike Antonelli and John Taft discuss how parents can help their children through challenging economic times.

Hackers would like nothing more than to access your personal financial information. Here’s how to head them off at the pass.

The investment experts at Strategas discuss where they see opportunities in 2024.

Some proactive planning now can make a big difference in the new year.

Baird experts share meaningful advice via our Wealth Strategies webinars.

To start 2024 off right, you need to plan appropriately in the final months of 2023.

Baird’s Public Finance team helped a fast-growing district in Texas break ground on a much-needed new elementary school.

Make your charitable donations go further with these giving strategies.

Baird Online just got even more convenient to use, with Direct Deposit and bank transfers.

Before you close the books on 2023, make sure you’ve considered these year-end strategies.

John Taft discusses the financial impact of good health in retirement.

Strategas Economic Outlook: 2024 Election Preview

The holidays can be the perfect time to talk with family about wealth, values and expectations.

Planning moves to make now that can help your long-term strategies stay on track.

The theme for Baird’s new Annual Report is resilience – a quality that is embedded in our culture.

A Baird Capital company is doing its part to combat global water scarcity.

It can happen sooner than you think – so the time to start preparing is now.

Many of your assets are virtual now. Here’s how you can protect them after you’re gone.

The Great Wealth Transfer is upon us, and estate planning has never been more important.

Despite indicators of strength, the U.S. economy still shows worrisome cracks.

Just graduated from college? It’s time to start adulting, and building your financial foundation.

It’s one of the most important - and most difficult - conversations you will ever have. Here’s how to get it started.

With another debt ceiling standoff looming this summer, the macro experts at Strategas look at the likely economic effects.

Thinking of buying a vacation home with family members? Follow these simple guidelines to keep the headaches at a minimum.

The Spring 2023 edition of "Doing Well by Doing Good" reviews how Baird associates were exceptionally generous in 2022.

Recent changes have given parents even more options in how they save for college.

The macroeconomic experts at Strategas weigh in on the debt ceiling standoff. PLUS: John Taft on an investor’s response.

Our Advisors turn to Strategas, the leading macroeconomic research firm, for help in putting together your financial plans.

The U.S. economy is evolving in response to changes around the globe. Investors need to pivot accordingly.

Baird has become a prominent sponsor of the rapidly growing sport of pickleball.

As the needs of our clients evolve, Baird’s Private Wealth Management’s services and expertise will continue to evolve along with them.

Once upon a time, wealth management was a stock portfolio that would get you to retirement. Now, with estate and legacy needs growing, it looks forward to multiple generations.

What could cause the economy to tip into recession this year? The macro experts at Strategas look at all the possibilities.

In a new column, Baird’s vice chairman looks at how retirees can weather market storms.

With an eye toward improving women’s health over the long term, Baird is fostering a look ahead at the future.

In the Winter 2023 edition of "Doing Well by Doing Good", a Baird Capital portfolio company has a new spin conservation: recycling old airplanes.

More investors are looking at nontraditional assets like fine wine and classic cars. But don’t expect these collectibles to behave like stocks and bonds.

Articles include: Midterm Preview, Letter From Mike Schroeder, Your Personal Inflation Rate, Making Sense of the Empty Nest, Trust 101, The All-New Baird Online App, and Doing Well by Doing Good

Articles include: Smart Moves for Year's End, Letter From Mike Schroeder, Get Your Estate Plan in Order, It Takes Two to Keep your Information Safe, China in the Balance, and Doing Well by Doing Good

Articles include: Letter From Mike Schroeder, The Future of Energy Policy, A Holistic Approach to Wealth Management, The Biggest Questions in Financial Planning, Doing Well by Doing Good

Articles include: Letter From Mike Schroeder, Get Your Estate Plan in Order, It Takes Two To Keep Your Information Safe, China in the Balance, Doing Well by Doing Good