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.”
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.
Breaking down five key policy differences this presidential 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.
