Insights & Education

Wealth Management Perspectives

                    
Investment Management
The Best Market Indicator Is…One data point out of context doesn’t tell you the full story.

Retirement Planning
Is It Time To Make a Change?When do you know? And when do you know you’re ready?

Investment Management
Washington Policy Research - Sept.13, 2021The slate facing policymakers in Washington is as large and significant as any in recent memory. 

Retirement Planning
A Bigger Payday for RetireesThe 2022 Cost of Living Adjustment for Social Security recipients is expected to be the largest in 40 years – an unexpected upside to this year’s increased inflation.

Cash & Lending Services
Buying or Selling a House in a Seller’s MarketSix tips on taking advantage of today’s housing market.

Investment Management
Washington Policy Research - August 16, 2021Western investors increasingly see capital risk when investing in Chinese firms, and politicians are beginning to add pressure. Concurrently, China is only becoming more aggressive geopolitically and economically. 

Investment Management
Market Mailbag: Looking Forward, Looking BackWhat has surprised us the most so far in 2021?

Investment Management
Can a Stock Market Selloff Be a Good Thing?When a down market can be a blessing in disguise.

Education Funding
Is This the End of the “Grandparent Rule?” – Plus Other Education Funding Strategies for GrandparentsLooking to help your grandkids with their education? Here are some tips.

Tax Planning
Proposed Tax Changes from the Biden White HouseFrom increasing rates to expanding credits, the Biden administration has proposed many tax changes that might affect you. Here’s what you need to know.

Women Talking Wealth: Peche MyersIn the latest installment of our Women Talking Wealth series, Associate Branch Manager Peche Myers discusses the financial and professional impact of chronic illness.

Education Funding
Education Planning Q&A: Student Debt Relief, In-Person Classes Baird Education Planning Consultant Jeannette Haen weighs in on what to expect for 2021.

Cash & Lending Services
How To Organize Your Financial LifeKeeping your financial documents organized might feel like a chore, but it can be a lifesaver in an emergency.

Retirement Planning
Seeing the Big PictureTo meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.

Retirement Planning
"Am I Ready to Move Out of My Parents' House?"Record numbers of young adults are living at home with their parents. Here are five steps you can take to pursue your own independence.

Investment Management
How Much Should You Be Worried About Inflation?Are we in for a spate of inflation? If we are, how can you protect yourself? Baird’s John Taft and Mike Antonelli offer their perspectives on the future of your assets.

Retirement Planning
Financial Planning Mailbag: Dealing With UncertaintyWith the COVID-19 pandemic starting to wind down and a new government in Washington, our clients are wondering how to plan for the unknown. 

Investment Management
The Year of Living DangerouslyAfter a year of working from home and fearing this market, Ross Mayfield reflects on what the pandemic has taught millennials about investing.

Retirement Planning
Education Funding
Women Talking Wealth: Kathy CobbIn the latest installment of our Women Talking Wealth series, Business Development Consultant Kathy Cobb discusses her personal financial journey.

Retirement Planning
Pay to Play: Planning for Your Child’s Extracurricular ActivitiesMake sure your budget is in line with your – and your child’s – expectations and level of interest.

Retirement Planning
Retirement Planning – at Your First JobPlanning for your retirement isn’t hard, as long as you stick to a few simple principles. Even if you’re on your first real job, you can employ these strategies right now.

Cash & Lending Services
5 Strategies for Paying Off Credit Card DebtU.S. consumer credit card debt recently topped $1 trillion. Here are five tips for getting you back in the black.

Tax Planning
What the New Stimulus Bill Means for YouThe Biden administration’s $1.9 trillion recovery plan offers several expanded tax credits and other relief measures. Here’s how you can take advantage of them.

Investment Management
Cash & Lending Services
The Case for LiquidityThe best way to maximize your outcomes is to maximize your choices.

Investment Management
Unpacking What It Means To Be a FiduciaryThe fiduciary standard offers protection for investors, but that’s not the whole story.

Investment Management
Market Mailbag: What Dangers Lurk Around the Corner?Baird’s experts weigh in on the biggest threats to today’s stock market.

Investment Management
How To Deal With the Inevitable VolatilityBe still, sad heart! Into each life some rain must fall.

Investment Management
To Bubble or Not to Bubble: That Is the QuestionAre the current sky-high stock market valuations sustainable? Baird’s John Taft and Mike Antonelli discuss whether we’re in a bubble, and how investors should deal with it.

Retirement Planning
Education Funding
Parental Loans and Paying for CollegeAdvice for parents before they agree to take on college debt for their children.

Retirement Planning
Tax Planning
Ten Financial Resolutions for Young AdultsNow that you’re out of your parents’ house and on your own, here’s how to build a solid financial footing for yourself.

Retirement Planning
What’s in the New Coronavirus Relief PackageIn addition to the relief checks, the new Covid-19 stimulus package contains adjustments to such things as charitable giving provisions, tax credits and unemployment. 

Retirement Planning
When Financial Health Meets Mental HealthAs many have learned in 2020, your finances affect your mental well-being, and vice-versa. Acknowledging this is the first step toward conquering the stress.

Retirement Planning
Tax Planning
IRAs: To Convert or Not To Convert?Is it nobler to suffer the slings and arrows of your traditional IRA? It depends on your circumstances.

Investment Management
ESG Under the MicroscopeBaird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.

Retirement Planning
Estate Planning
Cash & Lending Services
Planning To Be Alone4 tips on how to financially prepare for widowhood.

Charitable Giving
A Smarter Way to GiveWith donor-advised funds, you can respond to a natural disaster in a way that fits your broader financial plans.

Tax Planning
Charitable Giving
Potential Tax Benefits of Charitable GivingThe 2017 Tax Cuts & Jobs Act (TCJA) will likely simplify filing for many taxpayers – but if you’ve traditionally deducted charitable gifts, you may have a new headache this tax season.

Investment Management
What Did We Learn?Baird’s Mike Antonelli and John Taft weigh in on what they took away from a tumultuous 2020.

Tax Planning
What To Expect From a Biden PresidencyFrom tax brackets to estate taxes, President-elect Joe Biden has proposed many changes that could affect you.

Retirement Planning
Business & Executive Services
Relaunching Your Career During COVIDBaird Women Advisors offers five tips for women jumping back into the workforce during COVID.

Education Funding
Paying for Graduate SchoolYou’ve spent your kids’ entire lives saving for their college tuition – so what happens when they say they want to go to grad school, too?

Retirement Planning
Cash & Lending Services
Small ChangeInvesting isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

Tax Planning
Taking Advantage of Tax-Loss HarvestingAfter a year of great market volatility, many investors can make use of tax-loss harvesting - selling declining securities to get a tax advantage. 

Tax Planning
Tax Strategies for 2021 FilingAn in-depth look at the strategies taxpayers can take advantage of for the 2020 tax year.

Tax Planning
Cash & Lending Services
Helping Out a Family Member in Financial TroubleHow do you offer money in a way that works for everyone?

Education Funding
Saving for College: A Brief Guide for ParentsKey questions that can help you get started on providing for your kids’ education.

Investment Management
So Now What?What investors should be thinking about now that the election is over.

Retirement Planning
Inside the Gender Wage GapWomen make 82 cents for every dollar earned by men. Here’s how – and why  -  that happens.

Retirement Planning
Clients Ask: How Should I Handle Early Retirement?The COVID-19 pandemic has pushed many people into retirement earlier than they expected.  Here’s how to handle the key decisions.

Retirement Planning
Are You Working Too Much?When do you know you’ve crossed the line from “the right amount” to “too much?”

Investment Management
A Final Thought on the 2020 ElectionHow will the stock market react once all the votes are counted?

Investment Management
The Dangers of Portfolio Tinkering“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

Estate Planning
Taking Control of Your Financial FutureA majority of American women say they would like to be more engaged with their finances. Here’s how you can remain in control of your money.

Tax Planning
High-Net-Worth Tax Moves for Right NowThe current environment – low taxes, low interest rates, new CARES Act regulations – adds up to several tax advantages for high-net-worth individuals.

Insurance Planning
Key Moves for Open Enrollment SeasonDuring this year’s open enrollment season, take some time to make sure your benefits choices are aligned with your overall financial plan.

Education Funding
Teaching Kids to Be Fiscally FitFor any parent, one of the most valuable lessons you can teach your children is how to be smart with money. No matter how old they are, there are lessons to be imparted. 

Retirement Planning
Investing Starts at HomeThinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.

Retirement Planning
Where Should You Retire?Where should you retire? From low taxes to high culture, here’s a quick survey of the factors to consider in choosing where you’ll spend the rest of your life.

Investment Management
The 2020 Surge in Retail TradingBaird’s Mike Antonelli and John Taft discuss what it means when individual stock traders take things into their own hands.

Investment Management
Investment Strategy Mailbag: Where Do You Invest During a Pandemic?, Investing at Age 70Investment strategy questions posed to Baird market experts. Updated: September 4, 2020

Investment Management
Staying the CourseFocus too much on day-to-day market performance and you could miss the larger trend.

Investment Management
Making the Most of Employee Stock OwnershipWith companies reducing grants of options or restricting company stock in their 401(k) plan, employee stock purchase plans are emerging as powerful investment vehicles. 

Investment Management
ESG Investing During the COVID PandemicMike Antonelli and John Taft look at how ESG investments have fared in the face of extreme market volatility.

Investment Management
Investing in an Election YearMike Antonelli and Ross Mayfield discuss the perils in letting the upcoming election influence your portfolio strategy.

Investment Management
How to Read the Financial NewsYou can’t always take what you read at face value. Here’s how you can sift through the news to get to the actionable insight you’re after.

Investment Management
Amazon, Tesla and Hindsight Bias"In looking back, I knew it all along."

Investment Management
Diversification: The "Free Lunch" of Portfolio BuildingWhile diversification doesn’t guarantee against loss, it is one of the most successful strategies for portfolio building over the long term.

Investment Management
Market Mailbag: Have We Hit Bottom?, Understanding the National DebtClient questions posed to Baird market analysts. Updated: July 28, 2020

Retirement Planning
A Retirement Guide for TodayWhat Clients Are Asking in the Wake of COVID-19

Investment Management
A Most Curious Market RallyWhy is the market doing so well with so many out of work?

Investment Management
Optimism vs. PessimismMike Antonelli and John Taft take on conventional wisdom behind the aging investor.

Business & Executive Services
Make the Most of Your Stock Compensation With an 83(b) ElectionStock options are always tricky from a tax standpoint. Here’s one way to make them work for you.

Investment Management
Reg BI – A Win for All InvolvedReg BI raises the bar for investor protection while preserving individuals’ ability to choose who they work with, the products that best suit them, and how to pay for them. 

Education Funding
A Q&A on Education Planning During COVID-19COVID-19 has had a major impact on the way people are saving – and paying – for college. Baird’s Wealth Solutions Group weighs in.

Cash & Lending Services
Five Do’s and Don’ts of Medical DebtIt’s easy to get overwhelmed when that first big medical bill arrives. Here are five do’s and don’ts so you don’t pay more than you have to.

Investment Management
The COVID-19 RecessionThe COVID-19 recession is different from recessions in the past. Here’s why it matters.

Tax Planning
Estate Planning
Cash & Lending Services
4 Myths When Managing Sudden Wealth Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.

Investment Management
These Are a Few of My Favorite QuotesMike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.

Business & Executive Services
How Does Equity Compensation Fit Into Your Financial Plan?Equity compensation can be complex, but don’t let your benefits go on autopilot. Here’s why it’s important to factor them into your broader wealth management plans. 

Insurance Planning
Life Insurance Solutions for Your Blended FamilyFinancial planning for blended families can be uncomfortable at best, but life insurance can also help you deal with the special problems of a second family. 

Education Funding
The Smart Way to Pay Off Student LoansWhen it comes to paying off your student loan debt, you may have more options than you realize.

Tax Planning
Education Funding
Business & Executive Services
Financial Planning Opportunities in a COVID-19 WorldDespite broad market instability and low interest rates, there are several long-term planning opportunities that you can take advantage of now.

Education Funding
Cash & Lending Services
Identity Theft
COVID-19: What Should I Be Thinking About Today?Here are steps you can take today to regain some financial control in these unprecedented times.

Investment Management
In the Markets Now: An Open Letter to My Fellow Twenty-Something InvestorsThe volatility of the last few weeks has been unprecedented and unrelenting. This puts younger investors in an interesting and even enviable position. 

Cash & Lending Services
Debt: Not Necessarily a Four-Letter WordIf left unchecked, debt can cost you both money and peace of mind. Here are 6 ways to get it under control and working for you.

Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Financial Plans Evolve Through Every Stage of LifeA financial plan must evolve with your goals, family and income level. Here's a look at how three key areas of your financial decision-making change as you move through life.

Retirement Planning
How the SECURE Act Will Change Your Retirement DistributionsThe SECURE Act raises the age for taking required minimum distributions (RMDs) from a retirement plan, lifting it from age 70 ½ to 72. Here’s why that matters to you. 

Investment Management
Lessons Learned From Investing in Volatile TimesJohn Taft and Mike Antonelli discuss their experiences and how to avoid the most common mistakes.

Retirement Planning
The SECURE Act’s Impact on Your Estate PlanningThanks to the SECURE Act, certain tactics for tax and estate strategies have been curtailed. People who had been considering these tactics will now have to look elsewhere. 

Investment Management
The Dangers of Selling During a Market DropTiming the market can be difficult – timing the market in a panic can be devastating.

Investment Management
Baird Market CommentaryWhat Investors Need To Know About the Recent Selloff

Retirement Planning
A Lesson From My Youth Life isn’t experienced on a balance sheet – it’s about experiencing what the world has to offer.

Education Funding
How the SECURE Act Can Help With CollegeThe SECURE Act, which took effect at the beginning of this year, was primarily focused on retirement savings, but there was good news for families that have made use of 529 college tuition plans, too. 

Retirement Planning
Bridging the Gap: How to Pay for Healthcare When Retiring EarlyMedicare coverage begins at age 65 – so if you’re thinking of retiring early, you’ll need to bridge the healthcare gap until then. Here are some ideas.

Investment Management
Look Beyond the Headlines: The CoronavirusWhat is the coronavirus, and how will it impact your portfolio?

Education Funding
Wealth and the Single ParentMaking smart financial choices while raising kids on your own can require additional planning and discipline.

Retirement Planning
Taking Advantage of the SECURE ActThe new SECURE Act presents some significant changes to IRAs and other retirement vehicles. Here’s how you can take advantage of the new rules.

Estate Planning
A Brief Guide to PrenupsSome 62% of marriage lawyers saw a rise in prenups between 2013 and 2016. If you’ve considered joining this trend, here some good reasons to do so – and the pitfalls to avoid.

Identity Theft
Protect Yourself From Wire FraudWire fraud is one of the most frightening types of theft that can happen to you, if for no other reason than wire transfers are routinely transacted in the tens or even hundreds of thousands of dollars. But a good financial professional, such as those at Baird, can help ensure your transactions are safe.

Investment Management
The Difficulty in Calling a Market TopTrying to “time the market” is both highly risky and incredibly difficult.

Cash & Lending Services
How to Cover the Cost of Your WeddingThe average American wedding costs roughly $30,000 these days. If that number gives you cold feet, here are some practical ways to help you keep that special day under control. 

Cash & Lending Services
A Budget You Can Live WithA budget can be the first step toward achieving your financial goals. But it doesn’t work if it’s not realistic. Here are some steps to help get your finances under control.

Retirement Planning
When to Take Your Benefit: A Key Retirement DecisionYou should manage your Social Security like any other investment. Unfortunately, most Americans don’t, and may be missing out on as much as $100,000 in benefits. Here’s a guide to help you make the most of Social Security.

Investment Management
Building Portfolios for Volatile TimesIf the market’s sudden moves have you thinking about getting out, here are some investment strategies to reassure you. Most important: Keep your focus on the long term.

Insurance Planning
How Much Life Insurance Do You Need?The primary purpose of life insurance is to cover the financial needs of loved ones after you’re gone. How much is enough for your family? This guide from Baird can help.

Retirement Planning
Education Funding
Understanding Your Benefits: Financial Planning for Service MembersService members who reach their ETS date or retire from the U.S. military are eligible for a host of financial benefits. Here’s how you can take advantage of them.

Business & Executive Services
Picking the Right Corporate Structure for Your BusinessHow you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.

Tax Planning
So You Won the LotteryDon’t assume that all your problems are over. Sometimes more money can create issues you didn’t see coming. Here are some simple steps to take to protect your Mega Millions.

Estate Planning
Insurance Planning
Planning for a Child With Special NeedsMore than 50 million Americans have some sort of special needs that their families are coping with? Here’s how to start addressing the financial challenges that these families are facing.

Investment Management
Modeling Good Financial Behavior for Your KidsHow do kids learn to handle their money? From watching you! Here are a few steps you can take to show them, by example, to be responsible savers and consumers.

Retirement Planning
Education Funding
Cash & Lending Services
How Much Should You Support Your Kids in College?We all want what’s best for our kids, but you want them to learn the value of money too.

Insurance Planning
What to Expect (Financially) When You’re ExpectingYou’re never fully prepared for how a child will change your life. But at least you can anticipate some of the financial challenges.

Investment Management
Retirement Planning
Modern-Day Wealth Management Wealth management is about more than stocks or annuities. For Mike Antonelli, it’s about driving your beat-up old station wagon 2,000 miles to your happy place.

Estate Planning
Wealth Management in Real Life: What to Do When a Loved One Is DyingWhen a parent is approaching the end of their days, there are a lot of uncomfortable decisions to be made. Here’s a guide to help organize and clarify your thinking at this difficult time.

Retirement Planning
"Are We Going to Be Okay?"Bull and Baird blog author Mike Antonelli and John Taft, author of the blog Finance for the Greater Good, discuss the most important question they get from Baird clients.

Retirement Planning
5 Financial Mistakes You Might Be Making Right NowFive of the most common money mistakes people make – and how to avoid them.

Estate Planning
Wealth Management Is a Family AffairIt may be awkward and uncomfortable to involve your children in your long-term financial planning. But it can make things easier for everyone involved, both now and into the future.

Estate Planning
When a Loved One Is Diagnosed With Alzheimer’sFinancial considerations you should keep in mind as you plan for care.

Insurance Planning
Managing Health Care for an Elderly Loved OneFor many caregivers, this can be a very difficult choice. This article can help you with both the practical and emotional sides of this decision. 

Insurance Planning
Long-Term Care Insurance: A Beginner’s GuideMore than two thirds of us are likely to need some form of long-term care in our lives. Will you be able to cover that expense? The time to start getting prepared for it is right now.

Retirement Planning
Have You Planned for All 3 Phases of Retirement?The key to a fulfilling, happy retirement is being prepared – mentally and financially – for all 3 phases.

Cash & Lending Services
Should You Buy or Lease Your Next Car?Four questions to ask yourself before signing on the dotted line.

Education Funding
To Consolidate or Not To Consolidate Your Student DebtConsolidating or refinancing your student loans could save you time and hassle – and even reduce your monthly payments. But is it the smart decision? 

Cash & Lending Services
‘Til Debt Do Us PartThinking about taking the financial plunge and combining your finances? Here are six relationship-saving strategies to consider before merging your accounts.

Education Funding
Giving Love – and Money – to the GrandkidsIn addition to being an incredibly loving gesture, paying for a grandchild’s education is a substantial investment in their future. Baird has thoughts about how you – and they – can get the most out of it.

Retirement Planning
Don’t Believe the Word on the TweetAs a Millennial, you’ve probably read a million social media posts trying to tell you who you are and where you’re going in life. Let us help you prove them wrong.

Identity Theft
Cyber Self-Defense: Protecting Yourself OnlineBetween online commerce and social media, we’re all spending more time on the internet these days. So are cyber criminals. Learn to protect yourself from their most common scams.

Investment Management
Some Things Are Just Too HardHow is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to pay a professional to do for him.

Cash & Lending Services
Building Your Emergency FundRelying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

Identity Theft
Safeguard Your Online InformationWith so much of our business happening online these days, it’s no surprise that hackers put a great deal of effort into trying to access your information. 

Identity Theft
Gone Phishing7 red flags that an email you received is actually an attempt to steal your personal information

Cash & Lending Services
Is Now the Time To Refinance Your Mortgage?Falling interest rates have many homeowners taking a second look at their original loans.

Investment Management
Incorporating Responsible Investing Into Your PortfolioWhile investing is instrumental to achieving the future you want, you don’t have to sacrifice your principles along the way. 

Tax Planning
So You’ve Inherited Some Property….Inheriting a lump sum of cash is a relatively simple process.  Inheriting a noncash asset, though, like a vacation home or a stock portfolio, can present a whole different set of issues.

Retirement Planning
Three Alternatives to a Traditional RetirementNot everyone wants a traditional retirement, but it can be tough to visualize a different path when society seems to expect you to work for four decades and bow out when you’re eligible for Social Security. 

Cash & Lending Services
Teaching Kids to be Financially FitAs a parent, one of the most valuable lessons you can teach your children is how to be smart with money.

Insurance Planning
Preparing for Risks You Can’t ForeseeNo matter where you are in your life’s journey, there’s going to be some element of risk you’ll need to plan for. 

Investment Management
Investing in Your ValuesThe rise of socially responsible investing lets investors put their money where their values are. This is the first in a two-part series on Socially Responsible Investing.

Investment Management
Putting Your Investment Eggs in Multiple BasketsNo matter how a concentration position develops, if your portfolio is overweighted in any one position, you’re exposed to undue risk. 

Retirement Planning
Prepare for Medicare: A Guide for First-TimersMedicare is a program that includes several different forms of health care, some of which are provided by the federal government and some by private insurers. As a result, it can be a fairly complicated program to understand.

Business & Executive Services
Maximizing Company Stock Compensation Receiving shares of stock in the company you work for as part of your compensation is an excellent way to share in the success of the business, and can be very lucrative. But stock awards can be tricky to manage. 

Investment Management
Does Diversification Still Work?Hindsight may be 20/20, but investing is about looking forward.

Business & Executive Services
A Big Decision for Small BusinessesIt’s critical you identify the right retirement plan for your business.

Retirement Planning
How to Buy a House in Eight Steps: A Guide for First-Time HomebuyersWhether "someday" is coming up soon or still a couple years down the road, you can benefit from learning about the process and the financial decisions you'll need to make.

Education Funding
Where should my next dollar go? Education vs. Retirement A new feature that helps readers tackle their most pressing wealth management concerns.

Tax Planning
Be a Good Partner to Your CPAAdvice for keeping the tax return preparation process simple and cost-effective.

Retirement Planning
What Women Need to Know About Social SecurityTips for women looking to maximize their Social Security benefits.

Tax Planning
Four Financial Resolutions (and Simple Ways to Keep Them)Keeping a financial resolution starts with practicing good habits every day, all year long. Here’s are a few easy steps you can take to follow through on some of the most common financial resolutions: 

Retirement Planning
How to Prepare for the Financial Impact of DivorceWhile divorce can be overwhelming, there are ways to be proactive and take steps to maintain your financial well-being. Here are a few things to consider at key stages of the divorce process.

Investment Management
Don’t Let the Market Psych You OutUnderstanding the way our innate tendencies affect the decisions we make can help you be a smarter investor in any environment.

Education Funding
Wealth Management in Real LifeJust engaged? Here’s how to financially plan ahead for marriage, a house and kids.

Investment Management
Getting Ahead of the CurveIn December 2008, on the heels of the Great Recession, the Federal Reserve attempted to stave off deflation by lowering interest rates to near 0%. It took seven years before the Fed would raise rates again, but now – eight rate hikes later with more seemingly on the way – most economists agree we’re in a rising rate environment. 

Estate Planning
Why Everyone Needs an Estate Plan – Yes, Even YouNo matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.

Estate Planning
Don’t Put Off Your Estate Plan!No matter the size of your family or bank account, the conversation about estate planning needs to be had.

Estate Planning
Talking With Aging Parents About Their FinancesHow you can make conversations with your parents about their finances easier and more productive.
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