Supporting You Through Every Change
This summer’s One Big Beautiful Bill Act – a comprehensive piece of legislation with sweeping changes to our tax code – may have you wondering about its effect on your financial plans. While uncertainty will often accompany new laws, our focus remains exactly where it has always been – on you.
For more than 100 years, we’ve guided clients through shifting political landscapes and evolving tax codes. Our role isn’t to label legislation as “good” or “bad,” but to uncover both the planning opportunities and potential risks it presents. We cut through the broader political noise and apply our expertise closer to home – what this means for you and your family.
You’ll see that approach in action in this Fall issue of Digest, featuring insights from Baird’s experts across all areas of wealth management. From a recap of the legislation’s tax changes, to how it could impact your year-end planning, to what to expect for the larger policy landscape – this issue offers a comprehensive look at how the new law could shape your financial decisions in the months ahead.
And as your needs and the financial environment continue to evolve, so does our advice – always grounded in objectivity, insight and a deep understanding of your unique circumstances. Whatever the headlines say, you can trust we’re here to help you adapt, plan and thrive.
The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.
