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2026

  • Private Wealth Management
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  • 2026
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Summer 2026
The Retirement Years

Retirement is when your plan moves into practice, requiring flexibility as health, income and priorities evolve.

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Scale with financial savings on one side and healthcare needs on the other side
Summer 2026
The Final Stretch

Approaching retirement brings new decisions about your health, savings and how they work together.

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Summer 2026
The Busy Middle

This stage of life often brings more responsibilities – but it also brings more opportunities to prepare for what’s ahead.

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Summer 2026
Starting the Conversation on Health and Wealth

Health may be one of the most influential factors in your financial future – and one of the least discussed.

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Summer 2026
How Healthcare Is Driving the U.S. Economy

Healthcare has driven recent job growth in the U.S. What’s next as policy and AI reshape the sector?

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Summer 2026
Letter From Leadership: Planning for What You Can't Predict

Health and wealth are more connected than they seem. In this issue’s Letter From Leadership, we explore how to plan for both.

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Summer 2026
Powering the Path of New Therapies From Lab to Patient

How Baird Capital is helping Blue Matter expand its role in bringing health innovations to market.

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Summer 2026
Closing Thoughts: What To Watch for at Every Stage

A few reminders to carry forward as you make thoughtful health and wealth choices at every stage of life.

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Summer 2026
The Early Years

Here’s how the decisions you make early can shape both your health and your financial future – often in ways that compound.

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Spring 2026
When Is Social Security Going To Run Out?

A closer look at Social Security’s future and how smart claiming choices can shape your retirement.

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Spring 2026
Keeping Your Vacation Home in the Family

Passing down a vacation home requires thoughtful planning. The right structure can help preserve the home and its legacy.

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Spring 2026
Supporting Critical Infrastructure When It Counts

In Doing Well by Doing Good, learn how Baird’s investment in Rapid Energy keeps essential services running during outages.

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Spring 2026
The Rise of Organized Sports

Organized sports are a booming business. Here’s what’s driving the growth – and what it means for family budgets.

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Spring 2026
How To Help Your Kids and Grandkids Build Lasting Wealth

A look at the tools parents and grandparents can use to help children build long-term financial strength.

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Spring 2026
Gold, Silver and the Fear of Missing Out

Baird investment and market strategists Ross Mayfield and Mike Antonelli discuss what the surge in gold and silver means for investors.

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Spring 2026
Letter From Leadership: Planning for Every Stage of Your Family

In this issue’s Letter From Leadership, we reflect on the importance of planning that grows and evolves with your family.

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Winter 2026
What’s In Store for 2026?

From tariffs to tax cuts to trade policy, Strategas breaks down the forces driving their outlook for the new year.

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Winter 2026
Baird and United Way: A Legacy of Giving Back

In 2025, Baird associates raised $6.7 million for the United Way – proving that giving together grows communities.

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Winter 2026
The Green Frontier: Golf’s Growing Investment Appeal

Once seen purely as a leisure sport, golf is now emerging as a dynamic investment opportunity that’s driving serious value.

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AI-themed collage containing images of a laptop, prompt generation, human handshake, Baird office building and five Baird associates: Laurence Kluth, Jordan Bathey, Kelsey Clair, Ryan Burwell and Michael Antonelli
Winter 2026
When Artificial Intelligence Meets Human Authenticity

At Baird, we balance AI innovation with something even more powerful: the enduring strength of human connection.

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Six Step Roadmap from 2025 to 2026
Winter 2026
2026 Planning Moves: What’s New and What To Watch

2026 brings new planning rules and strategies to help protect your wealth and support your goals. Here are the highlights.

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Winter 2026
Letter From Leadership: Smarter Tools, Stronger Relationships

This issue’s Letter From Leadership shares how technology helps us focus on what we do best.

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