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May 2024

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Spring 2024
Meet the Team Around the Team

There’s a team of talented financial professionals supporting your relationship with your advisor and committed to seeing you succeed.

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Spring 2024
Tips for the Empty Nester Investor

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

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Spring 2024
An Opportunity for a Timely Wealth Transfer

A looming drop in the estate tax exemption sparks a wealth transfer opportunity.

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Spring 2024
Letter from Leadership: Tax Planning – A Year-Round Affair

While tax season might only come once a year, effective tax planning requires a longer-term mindset.

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Spring 2024
Take Advantage of Your Most Valuable Asset

Owning a home brings with it several financial benefits. Here are five scenarios to help you make the most of it.

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Spring 2024
What Happens When the Robots Take Over?

AI and automation could usher in a new economic era – and that might not be a bad thing.

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Spring 2024
Financial Insights in the Palm of Your Hand

Through Baird Online, you can track your finances and see the big picture.

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