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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

FALL 2026

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Featured Story: Year-End Planning With More in Mind

What could thoughtful year-end decisions make possible? See why taxes deserve a closer look as you plan for year-end.

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Letter From Leadership: Listening for What's Next

As clients plan for the future, we're doing the same. See how client feedback helps shape our priorities for the years ahead.

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Key Dates for You

  • October

    OCTOBER
    This open enrollment season, remember that some of the most important tax decisions you’ll make this year may be hiding in your benefits package. Be sure you consider your bigger tax picture before making any HSA, FSA or retirement savings elections.

    OCTOBER 15 – DECEMBER 7
    Annual Enrollment Period for making changes to Medicare or Medicare Advantage coverage.

    October's Wealth Strategies Webinar: Year-End Tax Planning

  • November

    NOVEMBER
    If tax-loss harvesting is part of your year-end tax strategy, don’t wait until December to review potential opportunities. Waiting too long may reduce your flexibility under the wash sale rule, which can limit the tax benefit of realizing investment losses.

  • December

    DECEMBER 31
    As the year comes to a close, be sure you’ve satisfied any required minimum distributions (RMDs) from retirement accounts. Business owners may also want to review retirement plan funding opportunities that could affect their tax situation.

 

More Articles From the Latest Issue

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Betting On The Future

Prediction markets promise quick outcomes. But can they build lasting wealth?

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Your 2026 Year-End Planning Checklist for Tax-Smart Moves

Uncover where tax-saving opportunities may be hiding within your year-end financial decisions.

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The Charitable Giving Toolbox

Take a closer look at the many ways you can give – and find an approach that fits your goals and broader wealth plan.

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Senior woman enjoying sunset by the sea
Longevity Is on the Rise. Is Your Portfolio Ready?

Americans are living longer than ever. Here are three strategies to help prepare for a retirement that could last decades.

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Shared Values on a National Stage

See why leadership, advocacy and professional development made Baird and the AVCA a winning combination.

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The Business Owner's Roadmap: A Perspective Series

Our new Business Owner’s Roadmap series explores considerations at the intersection of business, family and future planning.

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Mary Ellen Stanek
Mary Ellen Stanek

Celebrating a Baird Legacy

For more than four decades, Baird’s Mary Ellen Stanek, CFA – Chief Investment Officer Emeritus of Baird Advisors – has helped shape the asset management industry. Known for driving client results while fostering innovation and developing an industry-respected team, her impact was recently recognized with the Museum of American Finance's Lifetime Achievement Award in New York City.

Among her contributions is founding Baird Funds, Baird’s family of actively managed mutual funds. Under Mary Ellen’s leadership, the funds have received prestigious industry awards, and the team has been recognized for its exceptional workplace culture.

Congratulations to Mary Ellen, an embodiment of Baird’s core values – client focus, integrity and quality work.

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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Use of the CFA designation signifies that the user has earned the CFA charter and is a member in good standing of CFA Institute.