February 2025

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.

The macroeconomic experts at Strategas, a Baird Company, identify four themes that could play out in 2025 and beyond.

Does your trustee have the time, skills and wisdom needed to fulfill your wishes?

Our latest Letter From Leadership reflects upon the need to maximize your planning options.