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What could thoughtful year-end decisions make possible? See why taxes deserve a closer look as you plan for year-end.
Uncover where tax-saving opportunities may be hiding within your year-end financial decisions.
Americans are living longer than ever. Here are three strategies to help prepare for a retirement that could last decades.
See why leadership, advocacy and professional development made Baird and the AVCA a winning combination.
Our new Business Owner’s Roadmap series explores considerations at the intersection of business, family and future planning.
Take a closer look at the many ways you can give – and find an approach that fits your goals and broader wealth plan.
A lifetime of leadership. A lasting impact. A well-earned honor for Baird Advisors’ Mary Ellen Stanek.
As clients plan for the future, we're doing the same. See how client feedback helps shape our priorities for the years ahead.
Prediction markets promise quick outcomes. But can they build lasting wealth?
Retirement is when your plan moves into practice, requiring flexibility as health, income and priorities evolve.
Approaching retirement brings new decisions about your health, savings and how they work together.
This stage of life often brings more responsibilities – but it also brings more opportunities to prepare for what’s ahead.
Health may be one of the most influential factors in your financial future – and one of the least discussed.
How Baird Capital is helping Blue Matter expand its role in bringing health innovations to market.
Health and wealth are more connected than they seem. In this issue’s Letter From Leadership, we explore how to plan for both.
Healthcare has driven recent job growth in the U.S. What’s next as policy and AI reshape the sector?
Here’s how the decisions you make early can shape both your health and your financial future – often in ways that compound.
A few reminders to carry forward as you make thoughtful health and wealth choices at every stage of life.
Passing down a vacation home requires thoughtful planning. The right structure can help preserve the home and its legacy.
In Doing Well by Doing Good, learn how Baird’s investment in Rapid Energy keeps essential services running during outages.
A closer look at Social Security’s future and how smart claiming choices can shape your retirement.
Baird investment and market strategists Ross Mayfield and Mike Antonelli discuss what the surge in gold and silver means for investors.
A look at the tools parents and grandparents can use to help children build long-term financial strength.
In this issue’s Letter From Leadership, we reflect on the importance of planning that grows and evolves with your family.
Organized sports are a booming business. Here’s what’s driving the growth – and what it means for family budgets.
From tariffs to tax cuts to trade policy, Strategas breaks down the forces driving their outlook for the new year.
2026 brings new planning rules and strategies to help protect your wealth and support your goals. Here are the highlights.
This issue’s Letter From Leadership shares how technology helps us focus on what we do best.
Once seen purely as a leisure sport, golf is now emerging as a dynamic investment opportunity that’s driving serious value.
At Baird, we balance AI innovation with something even more powerful: the enduring strength of human connection.
In 2025, Baird associates raised $6.7 million for the United Way – proving that giving together grows communities.
PWM Symposium brings Baird associates together to refine solutions and build partnerships that benefit every client.
The newest tax bill in Washington has implications for nearly every taxpayer – but what exactly does it mean for you?
Hear our unique perspective on wealth management.
What can we learn from a recent celebrity estate battle?
The One Big Beautiful Bill Act marks a turning point in U.S. economic policy – what does it mean for growth and stability?
In our Letter From Leadership, we offer a clear-eyed look at how recent changes could impact your financial planning.
Exploring the many moving parts of the new tax bill – and analyzing what they could mean for you.
As you prepare for the end of 2025, be sure to consider new planning opportunities associated with the newest legislation.
Are your retirement plans nimble enough to adapt to an unpredictable economy? Here are four strategies to build in financial flexibility.
During Baird Gives Back Week 2025, associates came together to support over 200 organizations across Baird’s global footprint.
In our Letter From Leadership, we discuss the importance of staying in tune with our clients’ needs.
While a will is a great start, an estate plan may provide more protection.
The macroeconomic experts of Strategas weigh in on the rising global demand for electricity.
Even from your very first paycheck, applying smart financial habits is key to building sustainable wealth.
The U.S. dollar is down, but that doesn’t necessarily mean it will lose its status as the global reserve currency – here’s why.
The potential macroeconomic effects of tariffs, and how they may impact you as a consumer and investor.
Our latest Letter From Leadership discusses the importance of our 2025 client satisfaction survey.
A few lesser-known ways to put those 529 funds to good use.
This season on our podcast Invested, we cover how women are navigating the responsibilities of the sandwich generation.
The way you think about money during your working years will likely shift once you reach retirement – here are four examples.
Year-round tax planning can help maximize returns and minimize costs.
While Strategas’ experts are optimistic about the economy in 2025, there are still a few risks to be mindful of.
How you can empower your kids to make positive financial decisions well into adulthood.
How could the 2025 changes in Washington impact your personal wealth plan?
Does your trustee have the time, skills and wisdom needed to fulfill your wishes?
The macroeconomic experts at Strategas, a Baird Company, identify four themes that could play out in 2025 and beyond.
Our latest Letter From Leadership reflects upon the need to maximize your planning options.
How far can your charitable contributions go? Optimize their impact by using these five timely strategies.
How can you finish out 2024 to make sure you get a strong start to 2025?
The secret to entering 2025 with confidence, no matter what the future may hold.
Strategas compares today’s technology-fueled market boom to one a quarter-century ago.
The income tax implications we can expect to see if the Tax Cuts and Jobs Act sunset occurs – and how you can prepare today.
The Paul Purcell “Kids Win!” Annual Baird Education Grant supported educational organizations around the country since 2021.
The key to surviving the uncertainty and distraction of an election season is staying focused on what’s important.
Looking to reap the benefits of a Roth conversion? First, answer these three important questions.
Learn how Baird helped the Confederated Tribes of Grand Ronde build a sustainable future in “Doing Well by Doing Good.”
Breaking down five key policy differences this presidential election.
While challenging, discussions around inheriting wealth are important. Here are six strategies to foster open communication.
Mike Antonelli and Ross Mayfield discuss the most common mistake investors make ahead of an election.
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.
See how our associates take the lead in giving back in this issue’s Letter From Leadership.
With updated regulations around inherited IRAs, IRA owners and beneficiaries have some decisions to make.
Getting married? Entering retirement? Moving? Read on for a list of life events that may warrant an update to your estate plan.
What can you do to ensure your family’s legacy is protected as you pass your wealth down to your heirs?
A looming drop in the estate tax exemption sparks a wealth transfer opportunity.
Through Baird Online, you can track your finances and see the big picture.
There’s a team of talented financial professionals supporting your relationship with your advisor and committed to seeing you succeed.
While tax season might only come once a year, effective tax planning requires a longer-term mindset.
Owning a home brings with it several financial benefits. Here are five scenarios to help you make the most of it.
For years, you’ve selflessly supported your children – but now, how can you start prioritizing yourself?
AI and automation could usher in a new economic era – and that might not be a bad thing.
A family letter can transform your plans for your estate into a testament to your legacy.
Baird’s planning experts offer some strategies to start the New Year off right.
Baird’s Mike Antonelli and John Taft discuss how parents can help their children through challenging economic times.
The investment experts at Strategas discuss where they see opportunities in 2024.
Take advantage of all the guidance, resources and support your Baird Financial Advisor has to offer.
Filling out tax forms isn’t for the faint of heart. Here are six tips to make life easier for you and your CPA.
Hackers would like nothing more than to access your personal financial information. Here’s how to head them off at the pass.
In “Doing Well by Doing Good,” Baird’s investment banking team sets up School of Rock’s next chapter of growth.
Baird Online just got even more convenient to use, with Direct Deposit and bank transfers.
Make your charitable donations go further with these giving strategies.
Baird experts share meaningful advice via our Wealth Strategies webinars.
Strategas Economic Outlook: 2024 Election Preview
The holidays can be the perfect time to talk with family about wealth, values and expectations.
John Taft discusses the financial impact of good health in retirement.
To start 2024 off right, you need to plan appropriately in the final months of 2023.
Before you close the books on 2023, make sure you’ve considered these year-end strategies.
Some proactive planning now can make a big difference in the new year.
Baird’s Public Finance team helped a fast-growing district in Texas break ground on a much-needed new elementary school.
The Great Wealth Transfer is upon us, and estate planning has never been more important.
Planning moves to make now that can help your long-term strategies stay on track.
The theme for Baird’s new Annual Report is resilience – a quality that is embedded in our culture.
A Baird Capital company is doing its part to combat global water scarcity.
Despite indicators of strength, the U.S. economy still shows worrisome cracks.
Many of your assets are virtual now. Here’s how you can protect them after you’re gone.
Just graduated from college? It’s time to start adulting, and building your financial foundation.
It can happen sooner than you think – so the time to start preparing is now.
The U.S. economy is evolving in response to changes around the globe. Investors need to pivot accordingly.
The macroeconomic experts at Strategas weigh in on the debt ceiling standoff. PLUS: John Taft on an investor’s response.
Thinking of buying a vacation home with family members? Follow these simple guidelines to keep the headaches at a minimum.
The Spring 2023 edition of "Doing Well by Doing Good" reviews how Baird associates were exceptionally generous in 2022.
With another debt ceiling standoff looming this summer, the macro experts at Strategas look at the likely economic effects.
It’s one of the most important - and most difficult - conversations you will ever have. Here’s how to get it started.
Our Advisors turn to Strategas, the leading macroeconomic research firm, for help in putting together your financial plans.
Recent changes have given parents even more options in how they save for college.
Baird has become a prominent sponsor of the rapidly growing sport of pickleball.
As the needs of our clients evolve, Baird’s Private Wealth Management’s services and expertise will continue to evolve along with them.
What could cause the economy to tip into recession this year? The macro experts at Strategas look at all the possibilities.
In a new column, Baird’s vice chairman looks at how retirees can weather market storms.
With an eye toward improving women’s health over the long term, Baird is fostering a look ahead at the future.
In the Winter 2023 edition of "Doing Well by Doing Good", a Baird Capital portfolio company has a new spin conservation: recycling old airplanes.
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.
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.
