2024

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.

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.

Mike Antonelli and Ross Mayfield discuss the most common mistake investors make ahead of an election.

While challenging, discussions around inheriting wealth are important. Here are six strategies to foster open communication.

See how our associates take the lead in giving back in this issue’s Letter From Leadership.

What can you do to ensure your family’s legacy is protected as you pass your wealth down to your heirs?

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.

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.

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.

For years, you’ve selflessly supported your children – but now, how can you start prioritizing yourself?

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.

Take advantage of all the guidance, resources and support your Baird Financial Advisor has to offer.

The investment experts at Strategas discuss where they see opportunities in 2024.

Filling out tax forms isn’t for the faint of heart. Here are six tips to make life easier for you and your CPA.

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.

In “Doing Well by Doing Good,” Baird’s investment banking team sets up School of Rock’s next chapter of growth.