Featured Story: Take Advantage of Your Most Valuable Asset

Owning a home brings with it several financial benefits. Here are five scenarios to help you make the most of it.

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Letter from Leadership: Tax Planning – A Year-Round Affair

In their Letter From Leadership, Mike Schroeder and Erik Dahlberg stress that tax planning should never be set-it-and-forget-it.

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Key Dates for You

  • May 2024

    Amended Form 5498s issued for those who contributed to an IRA for 2023 in 2024 and for those who need to amend a previous form.

    MAY 29
    529 College Savings Day – review your education savings plans with your advisor.

  • June 2024

    JUNE 17
    Federal estimated income tax payments for Q2 2024 are due.

    JUNE 30
    FAFSA submissions for the 2023-2024 academic year are due.

    June's Wealth Strategies webinar: June’s Wealth Strategies webinar: Wealth + Wellness = WHealth

Couple meeting with Baird financial advisor

Meet the Team Around the Team

Your relationship with your Financial Advisor team is sacred bond – a trusted relationship with experienced professionals who are dedicated solely to your best interests and goals. But they aren’t doing it alone. They have a whole team of experts – many of whom you might never meet – who are just as committed to seeing you succeed.

Learn More About the Team Around the Team