Baird Digest

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

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

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

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

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

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

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.

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

Breaking down five key policy differences this presidential election.

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

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.

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

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

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

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

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

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

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.

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

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

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

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

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

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

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.

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

Make your charitable donations go further with these giving strategies.

Baird experts share meaningful advice via our Wealth Strategies webinars.

Strategas Economic Outlook: 2024 Election Preview

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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