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April 2023

  • Private Wealth Management
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  • 2023
  • April 2023
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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
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 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
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
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.

Keep Reading

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