Baird Digest

News and Perspective for Growing and Preserving Your Wealth

SUMMER 2023

Featured Story: Creating a Digital Estate Plan

Many of your assets are virtual now. Here’s how you can protect them after you’re gone.

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Letter from Leadership: Finding Strength in Resilience

The theme for Baird’s new Annual Report is resilience – a quality that is embedded in our culture.

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Key Dates for You

  • August 2023

    August's Wealth Strategies webinar: Charitable Giving

  • September 2023

    SEPTEMBER

    Put any year-end tax plans in motion – reach out to your Financial Advisor for how you might lower your tax bill for 2023.

    SEPTEMBER 8

    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 2023 are due. 

    September's Wealth Strategies webinar: Medicare

 

More Articles from the Latest Issue

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Why We Can’t Shake Recession Fears

Despite indicators of strength, the U.S. economy still shows worrisome cracks.

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How To Prepare for a Recession

Planning moves to make now that can help your long-term strategies stay on track.

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Clipboard with checklist in one continuous line drawing
A Financial Checklist for Post-Graduates

Just graduated from college? It’s time to start adulting, and building your financial foundation.

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Woman wearing pashmina leaning on a railing and looking out at sunset over ocean
The Reality Behind Widowhood

It can happen sooner than you think – so the time to start preparing is now.

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The Great Wealth Transfer Has Begun

The Great Wealth Transfer is upon us, and estate planning has never been more important.

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Doing Well by Doing Good

Protecting a Precious Resource

Solving an environmental crisis like water scarcity – which already impacts more than 2 billion people worldwide, according to a 2023 report by the UN – requires real innovation and partnership. Whether it’s assembling water filters at a women’s leadership event hosted by Baird or investing in Baird Capital portfolio company cleanwater1, which creates water quality management solutions to the municipal water market, we’re committed to making a difference for our clients, our communities and our planet.

Learn More About How Baird Makes a Difference