AI-themed collage containing images of a laptop, prompt generation, human handshake, Baird office building and five Baird associates: Laurence Kluth, Jordan Bathey, Kelsey Clair, Ryan Burwell and Michael Antonelli

Baird Digest

News and Perspective for Growing and Preserving Your Wealth

WINTER 2026

AI-themed collage containing images of a laptop, prompt generation, human handshake, Baird office building and five Baird associates: Laurence Kluth, Jordan Bathey, Kelsey Clair, Ryan Burwell and Michael Antonelli
Featured Story: When Artificial Intelligence Meets Human Authenticity

At Baird, we balance AI innovation with something even more powerful: the enduring strength of human connection.

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Letter From Leadership: Smarter Tools, Stronger Relationships

This issue’s Letter From Leadership shares how technology helps us focus on what we do best.

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Key Dates for You

  • January

    JANUARY 1 – MARCH 31
    General enrollment period for Medicare for those who missed their initial enrollment period.

    JANUARY 15
    Fourth-quarter federal estimated income tax payments for 2025 are due.

  • February

    FEBRUARY 15
    The first wave of 1099s will be issued by Baird for accounts holding individual equities, bonds or mutual funds whose final tax information has been provided. Access Baird's full tax document mailing schedule.

 

More Articles From the Latest Issue

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What’s In Store for 2026?

From tariffs to tax cuts to trade policy, Strategas breaks down the forces driving their outlook for the new year.

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Six Step Roadmap from 2025 to 2026
2026 Planning Moves: What’s New and What To Watch

2026 brings new planning rules and strategies to help protect your wealth and support your goals. Here are the highlights.

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Businessman driving golf ball to top right of chart as a symbol of achievement and success
The Green Frontier: Golf’s Growing Investment Appeal

Once seen purely as a leisure sport, golf is now emerging as a dynamic investment opportunity that’s driving serious value.

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Steve Booth presenting at a United Way event
Steve Booth presenting at a United Way event

Baird and United Way: A Legacy of Giving Back

For more than 65 years, Baird has proudly supported United Way – a global nonprofit organization that funds local agencies to help build stronger communities. In 2025, that legacy reached new heights as over 3,000 associates nationwide raised a record $6.7 million for United Way chapters across the country.

This year, Baird’s Chairman & CEO Steve Booth co-chaired the Greater Milwaukee and Waukesha County campaign – and in Southeastern Wisconsin alone, an incredible 98% of associates donated.

Firmwide, this effort embodied Baird’s core value of giving back to the communities where we live and work. When we give together, we grow together. See Baird's Impact by the Numbers.