Happy multigenerational family
Featured Story: How To Help Your Kids and Grandkids Build Lasting Wealth

A look at the tools parents and grandparents can use to help children build long-term financial strength.

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Mature couple talking to financial advisor
Letter From Leadership: Planning for Every Stage of Your Family

In this issue’s Letter From Leadership, we reflect on the importance of planning that grows and evolves with your family.

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Key Dates for You


  • April

    AFTER APRIL 15
    After filing, share your return with your Baird Financial Advisor to identify new tax planning opportunities for the year ahead.

  • May

    MAY 29
    Celebrate 529 College Savings Day by reviewing your education savings plans. For additional strategies to support long-term financial goals for children, check out our gifting article.

  • June

    JUNE 15
    Second-quarter federal estimated income tax payments for 2026 are due.

    JUNE 30
    The deadline to file the Free Application for Federal Student Aid (FAFSA) for the 2025–2026 academic year.

Abstract heating and cooling HVAC logo design
Abstract heating and cooling HVAC logo design

Supporting Critical Infrastructure When It Counts

When schools, hospitals and other essential facilities lose heat or hot water, the impact can escalate quickly and with dire outcomes. Baird Capital’s latest investment in Rapid Energy supports emergency temperature control solutions that restore safe conditions during outages. In one recent case, Rapid Energy delivered emergency hot water to a healthcare facility on New Year’s Eve, supporting care for a vulnerable population when dependable infrastructure mattered most.

With this investment, Baird Capital is helping support safe, reliable infrastructure in the communities it serves.

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.