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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

SUMMER 2024

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Featured Story: Planning for Your Legacy

What can you do to ensure your family’s legacy is protected as you pass your wealth down to your heirs?

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Baird associates volunteering in outdoor space
Letter from Leadership: Personal Values, Local Action

See how our associates take the lead in giving back in this issue’s Letter From Leadership.

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Key Dates for You

  • September 2024

    SEPTEMBER
    Time to put any year-end tax plans in motion. Reach out to your Financial Advisor and tax professional to start talking about steps you can take to lower your tax bill for 2024.

    SEPTEMBER 6
    It’s 401(k) Day, and that means it’s time for a retirement plan checkup! Fall is a good time to look at your retirement assets, wherever they may be held. Work with your Financial Advisor to make sure your asset allocation is still consistent with your goals, and, if necessary, rebalance your investments.

    SEPTEMBER 16
    Third-quarter federal estimated income tax payments are due.

    SEPTEMBER 18
    Tune into September’s Wealth Strategies webinar, Navigating the Medicare Maze: Making Sense of Federal Health Insurance.

 

More Articles From the Latest Issue

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Five Economic Policy Differences in This Presidential Election

Breaking down five key policy differences this presidential election.

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This Election Season, Avoid the Big Mistake

Mike Antonelli and Ross Mayfield discuss the most common mistake investors make ahead of an election.

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Estate Plan file folder
Is It Time To Update Your Estate Plan?

Getting married? Entering retirement? Moving? Read on for a list of life events that may warrant an update to your estate plan.

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Preparing Your Heirs for Their Inheritance

While challenging, discussions around inheriting wealth are important. Here are six strategies to foster open communication.

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Adult son talking to father
Stuck in the Middle: Making Sense of the Sandwich

What to consider as you take on the care of an elderly parent – and how you can prepare your kids to do the same someday.

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Demystifying Inherited IRAs: What You Need To Know

With updated regulations around inherited IRAs, IRA owners and beneficiaries have some decisions to make.

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The Value of Relationship

How do you build a rich and sustainable future? By honoring the past. When the Confederated Tribes of Grand Ronde sought to establish and preserve their culture, they wanted a partner who truly appreciated their vision. By taking the time to regularly meet with the Tribal Council and build relationships with their community, we were able to recognize their history and create a financial solution to help them flourish – both now and for generations.

Learn More in Our New Series “The Meaning Behind the Money”

The Confederated Tribes of Grand Ronde is a client of Robert W. Baird & Co. Incorporated. No cash or non-cash compensation or other direct or indirect benefit was provided in exchange for this testimonial. The experience of the client described in this material may not be representative of the experiences of all Baird clients. Investing involves risk and there is no guarantee of future performance or success. Please visit rwbaird.com for more information about Baird.