Skip to primary content
  • What's on Your Mind?
    • Planning For Your Future
    • Your Money & Investments
    • Preparing for the Unexpected
  • How We Can Help
    • Baird Online
    • Business & Executive Services
      • Qualified Plan Consulting Group
    • Charitable Giving
    • Education Funding
    • Estate Planning
    • Identity Theft Protection & Online Services
    • Insurance Planning
    • Investment Management
    • Liquidity Solutions
    • Retirement Planning
    • Tax Planning
      • Tax Policy Directory
      • Tax Information Center
  • Insights & Education
    • Market Insights
    • Wealth Management Perspectives
    • Wealth Strategies
    • Women's Wealth
    • Baird Digest
  • FA Opportunities
    • Hear From Baird's Leaders
      • Investment in Hefren-Tillotson Integration – Q&A with Brian Kurtz
      • A Conversation with Parker Griffith
      • Investing in Minnesota – A Conversation with Karen Heintz, PWM Market Director
      • Hear From Sue Bellehumeur
      • Hear From Steve Booth
      • Hear From Mike Schroeder & Erik Dahlberg
      • Hear From Mark Stuck
      • A Client-first Mindset
    • How We Support You
    • The Benefits of a True Partner
    • Making the Move
  • More...
    • Retail Investor Information
    • About Baird
    • Baird Careers
    • News and Media
    • Leadership Team
    • Client Services & Online Resources
  • Retail Investor Information/Form CRS
  • Find a Financial Advisor
  • Baird Online
  • rwbaird.com
Baird logo Private Wealth Management
  • Retail Investor Information/Form CRS f
  • Find a Financial Advisor f
  • Baird Online f
  • rwbaird.com f
Main Navigation
  • What's on Your Mind?
    • Planning For Your Future
    • Your Money & Investments
    • Preparing for the Unexpected
  • How We Can Help
    • Baird Online
    • Business & Executive Services
      • Qualified Plan Consulting Group
    • Charitable Giving
    • Education Funding
    • Estate Planning
    • Identity Theft Protection & Online Services
    • Insurance Planning
    • Investment Management
    • Liquidity Solutions
    • Retirement Planning
    • Tax Planning
      • Tax Policy Directory
      • Tax Information Center
  • Insights & Education
    • Market Insights
    • Wealth Management Perspectives
    • Wealth Strategies
    • Women's Wealth
    • Baird Digest
  • FA Opportunities
    • Hear From Baird's Leaders
      • Investment in Hefren-Tillotson Integration – Q&A with Brian Kurtz
      • A Conversation with Parker Griffith
      • Investing in Minnesota – A Conversation with Karen Heintz, PWM Market Director
      • Hear From Sue Bellehumeur
      • Hear From Steve Booth
      • Hear From Mike Schroeder & Erik Dahlberg
      • Hear From Mark Stuck
      • A Client-first Mindset
    • How We Support You
    • The Benefits of a True Partner
    • Making the Move
  • More...
    • Retail Investor Information
    • About Baird
    • Baird Careers
    • News and Media
    • Leadership Team
    • Client Services & Online Resources

May 2024

  • Private Wealth Management
  • Insights & Education
  • Baird Digest
  • Article Library
  • 2024
  • May 2024
Couple meeting with Baird financial advisor
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.

Keep Reading
Couple driving in a convertible with passenger hands in the air
Spring 2024
Tips for the Empty Nester Investor

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

Keep Reading
Line illustrations of piggy bank stop watch and money with arrows pointing upward
Spring 2024
An Opportunity for a Timely Wealth Transfer

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

Keep Reading
Man reviewing paperwork with calculator
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.

Keep Reading
Home illustrations filled with $100 bill pattern
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.

Keep Reading
Robot air picking eggplant from indoor garden
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.

Keep Reading
Woman checking phone during morning commute
Spring 2024
Financial Insights in the Palm of Your Hand

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

Keep Reading

One of the Fortune 100 Best Companies to Work For® since 2004. Find your career 

2025 Fortune 100 Best Companies to Work for Logo

Connect With Us
Social Media Links
  • Like Us on Facebook
  • Join Us on LinkedIn
  • Follow Us on Twitter
  • Watch Us on YouTube
  • Follow Us on Instagram
Sitemap Menu
  • What's on Your Mind?
    • Planning For Your Future
    • Your Money & Investments
    • Preparing for the Unexpected
  • How We Can Help
    • Baird Online
    • Business & Executive Services
    • Charitable Giving
    • Education Funding
    • Estate Planning
    • Identity Theft Protection & Online Services
    • Insurance Planning
    • Investment Management
    • Liquidity Solutions
    • Retirement Planning
    • Tax Planning
  • Insights & Education
    • Market Insights
    • Wealth Management Perspectives
    • Wealth Strategies
    • Women's Wealth
    • Baird Digest
  • FA Opportunities
    • Hear From Baird's Leaders
    • How We Support You
    • The Benefits of a True Partner
    • Making the Move
  • More...
    • Retail Investor Information
    • About Baird
    • Baird Careers
    • News and Media
    • Leadership Team
    • Client Services & Online Resources
General Site Links
  • Help
  • Retail Investor Information/Form CRS
  • Privacy Notice
  • Terms of Use
  • Financial Information
  • Business Continuity
  • Cybersecurity and Fraud Protection Program
  • Safety of Client Assets
  • Client Relationship Booklet (including Form CRS)

© 2025 Robert W. Baird & Co. Incorporated. The services featured on this web site may not be available in all jurisdictions or to all persons/entities.
For more information, please see Important Disclosures. Robert W. Baird & Co. Incorporated. Member SIPC.

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work for are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Baird.