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Calm Amid the Noise

Beyond the spectacle, there may be actions you can take now that have a meaningful impact on your future.

The run-up to any election is filled with what-ifs – and this year’s highly anticipated presidential election is certainly no exception. With candidates from both parties laying out markedly different futures for the country, it’s natural for investors to speculate on what the election’s results could mean for their finances.

While we’d caution against basing planning decisions on campaign rhetoric, there are steps you can take now to set you up strong for 2025 – regardless of the outcome. The macroeconomic experts from Strategas, a Baird Company, supply your advisor’s wealth planning team with the latest analysis on market and policy trends, such as the future of the Tax Cuts and Jobs Act. This issue also arms you with year-end planning advice around IRA conversions, family gifting and tax planning moves – actionable strategies that could pay dividends both next year and well into the future.

The truth is, there’s no predicting what tomorrow might hold. But staying connected with your Baird Financial Advisor can help ensure you’re well-positioned no matter what happens.

Mike Schroeder, Chairman of Baird Private Wealth Management

 

Michael Schroeder signature

Mike Schroeder
Chairman
Private Wealth Management

Erik Dahlberg, President of Baird Private Wealth Management

 

Erik Dahlberg signature

Erik Dahlberg
President
Private Wealth Management