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2023

  • Private Wealth Management
  • Insights & Education
  • Baird Digest
  • Article Library
  • 2023
Arrows on cubes following a flexible path
Fall 2023
A Smaller Tax Bill in 2024 Starts in 2023

Some proactive planning now can make a big difference in the new year.

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Fall 2023
Letter From Leadership: Stay on Top of Your Plans, All Year-Round

Baird experts share meaningful advice via our Wealth Strategies webinars.

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Fall 2023
Making More Space for Texas Schoolkids

Baird’s Public Finance team helped a fast-growing district in Texas break ground on a much-needed new elementary school.

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Rocket ship flying towards 2024
Fall 2023
2023 Year-End Planning Guide

To start 2024 off right, you need to plan appropriately in the final months of 2023.

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Fall 2023
‘Tis the Season for Giving

Make your charitable donations go further with these giving strategies.

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Fall 2023
Put Your Money To Work Faster With Baird Online

Baird Online just got even more convenient to use, with Direct Deposit and bank transfers.

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Fall 2023
A 2023 Year-End Planning Checklist

Before you close the books on 2023, make sure you’ve considered these year-end strategies.

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Fall 2023
The Intersection of Health and Wealth

John Taft discusses the financial impact of good health in retirement.

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Fall 2023
One Year Out: An Election Preview

Strategas Economic Outlook: 2024 Election Preview

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Fall 2023
Teaching Your Family’s Values to Your Kids

The holidays can be the perfect time to talk with family about wealth, values and expectations.

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Summer 2023
Protecting a Precious Resource

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

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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
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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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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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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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
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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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
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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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
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
The Flexibility in 529 Plans

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

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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
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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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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Winter 2023
Welcome to the Pickleverse!

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

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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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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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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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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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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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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.

Keep Reading

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