PWM Symposium brings Baird associates together to refine solutions and build partnerships that benefit every client.
The newest tax bill in Washington has implications for nearly every taxpayer – but what exactly does it mean for you?
Hear our unique perspective on wealth management.
The One Big Beautiful Bill Act marks a turning point in U.S. economic policy – what does it mean for growth and stability?
In our Letter From Leadership, we offer a clear-eyed look at how recent changes could impact your financial planning.
What can we learn from a recent celebrity estate battle?
Exploring the many moving parts of the new tax bill – and analyzing what they could mean for you.
As you prepare for the end of 2025, be sure to consider new planning opportunities associated with the newest legislation.
Are your retirement plans nimble enough to adapt to an unpredictable economy? Here are f0ur strategies to build in financial flexibility.
In our Letter From Leadership, we discuss the importance of staying in tune with our clients’ needs.
The macroeconomic experts of Strategas weigh in on the rising global demand for electricity.
While a will is a great start, an estate plan may provide more protection.
The U.S. dollar is down, but that doesn’t necessarily mean it will lose its status as the global reserve currency – here’s why.
During Baird Gives Back Week 2025, associates came together to support over 200 organizations across Baird’s global footprint.
Even from your very first paycheck, applying smart financial habits is key to building sustainable wealth.
The way you think about money during your working years will likely shift once you reach retirement – here are four examples.
The potential macroeconomic effects of tariffs, and how they may impact you as a consumer and investor.
Year-round tax planning can help maximize returns and minimize costs.
This season on our podcast Invested, we cover how women are navigating the responsibilities of the sandwich generation.
Our latest Letter From Leadership discusses the importance of our 2025 client satisfaction survey.
A few lesser-known ways to put those 529 funds to good use.
How could the 2025 changes in Washington impact your personal wealth plan?
While Strategas’ experts are optimistic about the economy in 2025, there are still a few risks to be mindful of.
How you can empower your kids to make positive financial decisions well into adulthood.
Does your trustee have the time, skills and wisdom needed to fulfill your wishes?
The macroeconomic experts at Strategas, a Baird Company, identify four themes that could play out in 2025 and beyond.
Our latest Letter From Leadership reflects upon the need to maximize your planning options.
