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February 2025

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Winter 2025
2025: The Year of Intentionality

How could the 2025 changes in Washington impact your personal wealth plan?

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Winter 2025
From Allowances to Income: Teaching Kids Fiscal Fitness

How you can empower your kids to make positive financial decisions well into adulthood.

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Winter 2025
A Closer Focus: The Market and Policy Environment in 2025

While Strategas’ experts are optimistic about the economy in 2025, there are still a few risks to be mindful of.

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Winter 2025
Choosing the Right Trustee for Your Legacy

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

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Winter 2025
Four Economic Trends To Watch For in 2025

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

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Winter 2025
Letter From Leadership: Planning Beyond the Tax Cuts and Jobs Act

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

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