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October 2023

  • Private Wealth Management
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  • 2023
  • October 2023
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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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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
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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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
The Intersection of Health and Wealth

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

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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
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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Fall 2023
One Year Out: An Election Preview

Strategas Economic Outlook: 2024 Election Preview

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