Looking to reap the benefits of a Roth conversion? First, answer these three important questions.
The key to surviving the uncertainty and distraction of an election season is staying focused on what’s important.
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 secret to entering 2025 with confidence, no matter what the future may hold.
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?
Strategas compares today’s technology-fueled market boom to one a quarter-century ago.
See how our associates take the lead in giving back in this issue’s Letter From Leadership.
While challenging, discussions around inheriting wealth are important. Here are six strategies to foster open communication.
Getting married? Entering retirement? Moving? Read on for a list of life events that may warrant an update to your estate plan.
With updated regulations around inherited IRAs, IRA owners and beneficiaries have some decisions to make.
Learn how Baird helped the Confederated Tribes of Grand Ronde build a sustainable future in “Doing Well by Doing Good.”
What can you do to ensure your family’s legacy is protected as you pass your wealth down to your heirs?
Breaking down five key policy differences this presidential 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.
Mike Antonelli and Ross Mayfield discuss the most common mistake investors make ahead of an election.
There’s a team of talented financial professionals supporting your relationship with your advisor and committed to seeing you succeed.
For years, you’ve selflessly supported your children – but now, how can you start prioritizing yourself?
A looming drop in the estate tax exemption sparks a wealth transfer opportunity.
While tax season might only come once a year, effective tax planning requires a longer-term mindset.
AI and automation could usher in a new economic era – and that might not be a bad thing.
Owning a home brings with it several financial benefits. Here are five scenarios to help you make the most of it.
Through Baird Online, you can track your finances and see the big picture.
Baird’s planning experts offer some strategies to start the New Year off right.
Filling out tax forms isn’t for the faint of heart. Here are six tips to make life easier for you and your CPA.
Take advantage of all the guidance, resources and support your Baird Financial Advisor has to offer.
In “Doing Well by Doing Good,” Baird’s investment banking team sets up School of Rock’s next chapter of growth.
A family letter can transform your plans for your estate into a testament to your legacy.
Baird’s Mike Antonelli and John Taft discuss how parents can help their children through challenging economic times.
Hackers would like nothing more than to access your personal financial information. Here’s how to head them off at the pass.
The investment experts at Strategas discuss where they see opportunities in 2024.
