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August 2024

  • Private Wealth Management
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  • Baird Digest
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  • 2024
  • August 2024
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Summer 2024
Letter From Leadership: Personal Values, Local Action

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

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Mother and adult daughter talking at table
Summer 2024
Preparing Your Heirs for Their Inheritance

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

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Magnify glass examining IRAs text
Summer 2024
Demystifying Inherited IRAs: What You Need To Know

With updated regulations around inherited IRAs, IRA owners and beneficiaries have some decisions to make.

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Estate Plan file folder
Summer 2024
Is It Time To Update Your Estate Plan?

Getting married? Entering retirement? Moving? Read on for a list of life events that may warrant an update to your estate plan.

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Summer 2024
The Value of Relationship

Learn how Baird helped the Confederated Tribes of Grand Ronde build a sustainable future in “Doing Well by Doing Good.”

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Summer 2024
Planning for Your Legacy

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

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Summer 2024
Stuck in the Middle: Making Sense of the Sandwich

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.

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Summer 2024
This Election Season, Avoid the Big Mistake

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

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Summer 2024
Five Economic Policy Differences in This Presidential Election

Breaking down five key policy differences this presidential election.

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