August 2024

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.