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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

SUMMER 2025

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Featured Story: The Importance of Staying Flexible

Are your retirement plans nimble enough to adapt to an unpredictable economy? Here are four strategies to build in financial flexibility.

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Letter From Leadership: Staying Aligned With What Matters Most

In our Letter From Leadership, we discuss the importance of staying in tune with our clients’ needs.

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Key Dates for You

  • August

    AUGUST 20
    August Wealth Strategies webinar: Cybersecurity and Identity Theft

  • September

    SEPTEMBER
    Put any year-end tax plans in motion. Reach out to your Financial Advisor and tax professional to start talking about steps you may be able to take to lower your tax bill for 2026.

    SEPTEMBER 5
    401(k) Day is the first Friday after Labor Day! Celebrate by reviewing your retirement savings plans.

    SEPTEMBER 15
    Third-quarter federal estimated income tax payments for 2025 are due.

    SEPTEMBER 17
    September's Wealth Strategies webinar: Charitable Giving

 

More Articles From the Latest Issue

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Power Surge

The macroeconomic experts of Strategas weigh in on the rising global demand for electricity.

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When “Will Power” Isn’t Enough: Adding Muscle to Your Estate Plan

While a will is a great start, an estate plan may provide more protection.

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Is the Dollar Losing Its Place as the Reserve Currency?

The U.S. dollar is down, but that doesn’t necessarily mean it will lose its status as the global reserve currency – here’s why.

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The Paycheck Playbook: Making Your First Job Work for Your Future

Even from your very first paycheck, applying smart financial habits is key to building sustainable wealth.

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Investing in Our Communities, Together

During Baird Gives Back Week, associates across the firm spend time volunteering with organizations in the communities where we live and work. It’s a dedicated week of service, connection and making a meaningful difference – together.

At Baird, we believe giving back is much more than a responsibility – it’s how we honor the places we call home. By caring deeply and living generously, we can all help our communities thrive.

Learn more about associates' community-focused efforts during Baird Gives Back Week 2025.