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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

SUMMER 2026

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Featured Story: Starting the Conversation on Health and Wealth

Health may be one of the most influential factors in your financial future – and one of the least discussed.

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Letter From Leadership: Planning for What You Can’t Predict

Health and wealth are more connected than they seem. In this issue’s Letter From Leadership, we explore how to plan for both.

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Key Dates for You

  • August

    AUGUST
    Check in with your advisor to project your 2026 tax liability. A quick review now can help you adjust payments and avoid potential penalties later.

    AUGUST 19
    Wealth Strategies Webinar: Business Owner Strategies

  • September

    SEPTEMBER
    Begin putting year-end tax strategies in place. Keep an eye out for our fall issue, where we’ll outline key steps to consider with your advisor and tax professional.

    SEPTEMBER 15
    Third-quarter federal estimated income tax payments for 2026 are due.

    SEPTEMBER 16
    Wealth Strategies Webinar: Medicare

 

More Articles From the Latest Issue

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How Healthcare Is Driving the U.S. Economy

Healthcare has driven recent job growth in the U.S. What’s next as policy and AI reshape the sector?

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The Early Years

Here’s how the decisions you make early can shape both your health and your financial future – often in ways that compound.

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The Busy Middle

This stage of life often brings more responsibilities – but it also brings more opportunities to prepare for what’s ahead.

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Scale with financial savings on one side and healthcare needs on the other side
The Final Stretch

Approaching retirement brings new decisions about your health, savings and how they work together.

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The Retirement Years

Retirement is when your plan moves into practice, requiring flexibility as health, income and priorities evolve.

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Closing Thoughts: What To Watch for at Every Stage

A few reminders to carry forward as you make thoughtful health and wealth choices at every stage of life.

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3D hexagon geometric shapes

Powering the Path of New Therapies From Lab to Patient

Developing a new therapy is the first step, but turning those breakthroughs into real-life patient impact is just as critical. That’s where Blue Matter comes in. The life sciences consulting firm works with both emerging biotech companies and leading pharmaceutical organizations, helping them make strategic decisions that bring life-saving therapies from the lab to patients – particularly in oncology and rare diseases.

Baird Capital first invested in Blue Matter in 2020. Since then, the business has more than tripled in revenue. Through a continuation fund and a new investment from Baird Capital’s most recent global fund, Baird has now extended that investment – bringing in new investors to support growth in areas like technology, patient services and other capabilities that connect patients with life-saving treatments.

Learn more about how Baird makes a difference.

 

Baird Digest is Baird’s premier magazine delivered directly to clients, featuring news and expert insights on how to manage your wealth in today’s environment. View the Baird Digest Archive to see all past issues available online.