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Baird Digest

Article Archive

< Back to Baird Digest

Tree growing out of a boulder
Summer 2023
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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Magic 8 ball reading Signs Point to Yes
Summer 2023
Why We Can’t Shake Recession Fears

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

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Summer 2023
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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Summer 2023
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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Summer 2023
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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Water splash and bubbles
Summer 2023
Protecting a Precious Resource

A Baird Capital company is doing its part to combat global water scarcity.

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Clipboard with checklist in one continuous line drawing
Summer 2023
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
Summer 2023
The Reality Behind Widowhood

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

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Two Empty Chairs Facing Magnificent Sunset View at Beach
Spring 2023
A House Divided

Thinking of buying a vacation home with family members? Follow these simple guidelines to keep the headaches at a minimum.

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Smiling multi-generational female family members sitting on sofa
Spring 2023
Talking with Family About Wealth

It’s one of the most important - and most difficult - conversations you will ever have. Here’s how to get it started.

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Spring 2023
Strategas Economic Outlook: Riding Out the Debt Ceiling Crisis

The macroeconomic experts at Strategas weigh in on the debt ceiling standoff. PLUS: John Taft on an investor’s response.

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Spring 2023
Building on Our Associates' Generosity

The Spring 2023 edition of "Doing Well by Doing Good" reviews how Baird associates were exceptionally generous in 2022.

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Spring 2023
Showdown Over the Debt Ceiling

With another debt ceiling standoff looming this summer, the macro experts at Strategas look at the likely economic effects.

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Spring 2023
A Brave New World

The U.S. economy is evolving in response to changes around the globe. Investors need to pivot accordingly.

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Spring 2023
Letter from Leadership: Award-Winning Expertise, Delivered to You

Our Advisors turn to Strategas, the leading macroeconomic research firm, for help in putting together your financial plans.

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Piggy bank laying down with stacks of quarters
Spring 2023
The Flexibility in 529 Plans

Recent changes have given parents even more options in how they save for college.

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Aerial view of winding road through the green forest
Winter 2023
Letter from Leadership: Beyond the Broker

As the needs of our clients evolve, Baird’s Private Wealth Management’s services and expertise will continue to evolve along with them.

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Federal Reserve press conference podium
Winter 2023
Strategas Economic Outlook: A Recession in 2023?

What could cause the economy to tip into recession this year? The macro experts at Strategas look at all the possibilities.

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Man holding a pickleball paddle and ball
Winter 2023
Welcome to the Pickleverse!

Baird has become a prominent sponsor of the rapidly growing sport of pickleball.

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Multi-generational family preparing meal
Winter 2023
The Next Evolution in Wealth Planning

Once upon a time, wealth management was a stock portfolio that would get you to retirement. Now, with estate and legacy needs growing, it looks forward to multiple generations.

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Abstract women faces
Winter 2023
Changing the Conversation on Women’s Well-Being

With an eye toward improving women’s health over the long term, Baird is fostering a look ahead at the future.

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Piggybank protected under a glass dome
Winter 2023
John Taft: Protecting Retirement Income in a Time of Volatility

In a new column, Baird’s vice chairman looks at how retirees can weather market storms.

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Green paper airplane veering away from white paper airplanes
Winter 2023
Investing in a Cleaner Future for Old Planes

In the Winter 2023 edition of "Doing Well by Doing Good", a Baird Capital portfolio company has a new spin conservation: recycling old airplanes.

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Framed abstract people painting
Winter 2023
A Picasso in Your Portfolio

More investors are looking at nontraditional assets like fine wine and classic cars. But don’t expect these collectibles to behave like stocks and bonds.

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Cover of the 2022 Fall Issue of Baird Digest
Fall 2022
Baird Digest - Fall 2022

Articles include: Midterm Preview, Letter From Mike Schroeder, Your Personal Inflation Rate, Making Sense of the Empty Nest, Trust 101, The All-New Baird Online App, and Doing Well by Doing Good

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Cover of the 2022 Summer Issue of Baird Digest
Summer 2022
Baird Digest - Summer 2022

Articles include: Smart Moves for Year's End, Letter From Mike Schroeder, Get Your Estate Plan in Order, It Takes Two to Keep your Information Safe, China in the Balance, and Doing Well by Doing Good

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Cover of the 2022 Winter Issue of Baird Digest
Winter 2022
Baird Digest - Winter 2022

Articles include: Letter From Mike Schroeder, The Future of Energy Policy, A Holistic Approach to Wealth Management, The Biggest Questions in Financial Planning, Doing Well by Doing Good

Keep Reading
Cover of the 2021 Fall Issue of Baird Digest
Fall 2021
Baird Digest - Fall 2021

Articles include: Letter From Mike Schroeder, Get Your Estate Plan in Order, It Takes Two To Keep Your Information Safe, China in the Balance, Doing Well by Doing Good

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