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  • What's on Your Mind?
    • Planning For Your Future
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  • Insights & Education
    • Market Insights
    • Wealth Management Perspectives
    • Wealth Strategies
    • Women's Wealth
    • Baird Digest
  • FA Opportunities
    • Hear From Baird's Leaders
      • Investment in Hefren-Tillotson Integration – Q&A with Brian Kurtz
      • A Conversation with Parker Griffith
      • Investing in Minnesota – A Conversation with Karen Heintz, PWM Market Director
      • Hear From Sue Bellehumeur
      • Hear From Steve Booth
      • Hear From Mike Schroeder & Erik Dahlberg
      • Hear From Mark Stuck
      • A Client-first Mindset
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    • The Benefits of a True Partner
    • Making the Move
  • More...
    • Retail Investor Information
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  • Insights & Education
  • Wealth Management Perspectives

Wealth Management Perspectives

Our wealth management experts frequently provide timely perspectives on topics and strategies that can and often should impact your plans.

US Capital building.
Education Funding
Estate Planning
Retirement Planning
Tax Planning
What You Need to Know About the 2025 House Tax Proposal

A first glance at the new budget reconciliation proposal, and what it means for taxpayers.

Keep Reading
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Cash & Lending Services
Building an Emergency Fund: Your Financial Safety Net

You never know when an unforeseen expense may come your way. Don’t let it catch you off guard – prepare an emergency fund.

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FAFSA paperwork on a desk.
Education Funding
The Smart Way to Pay Off Student Loans

When it comes to paying off your student loan debt, you may have more options than you realize.

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Education Funding
How Should I Save for My Child’s Education?

Five vehicles that can help you make the most of saving for college.

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Cash & Lending Services
Five Dos and Don’ts of Medical Debt

It’s easy to get overwhelmed when that first big medical bill arrives. Here are five dos and don’ts so you don’t pay more than you have to.

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Investment Management
Retirement Planning
6 Ways to Inflation-Proof Your Retirement Plan

With inflation at 40-year highs, what moves should investors be considering? Here are six strategies to help protect against the corrosive effects of rising prices.

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Retirement Planning
Women's Resources
Caring for Elderly Parents

It’s important to plan for your parents just as much as your children. Here’s how to prepare to care for an aging parent.

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Investment Management
Put a Picasso in Your Portfolio

Collectibles like art, classic cars, sports cards and even comic books have become an asset class of their own. Before you invest in them, here are some guidelines to keep in mind.

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Retirement Planning
Financial Planning in Boom-or-Bust Industries

Even with unpredictable or highly variable income, you can still create a secure future – it just takes thoughtful planning.

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Retirement Planning
A Financial Checklist for Post-Graduates

As you move from college to your first real job and your own home, these steps can help make sure you’re ready to succeed in the adult world.

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Education Funding
Paying for Graduate School

You’ve spent your kids’ entire lives saving for their college tuition – so what happens when they say they want to go to grad school, too?

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Retirement Planning
Education Funding
Women's Resources
Parental Loans and Paying for College

Advice for parents before they agree to take on college debt for their children.

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Tax Planning
How Your Bonus Is Taxed

How big a bite does the IRS take out of your bonus check – and what can you do about it?

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Charitable Giving
Tax Planning
Making the Most of Your Charitable Donations

Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.

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Retirement Planning
Managing Your Medicare Premiums

Your Medicare costs depend on a variety of factors and can even change after you begin the program. Here’s how you can keep your costs under control.

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Tax Planning
Cash & Lending Services
Helping Out a Family Member

How do you offer money in a way that works for everyone?

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Estate Planning
Family Wealth
Tax Planning
8 Tips for Managing Sudden Wealth

With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

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Retirement Planning
Insurance Planning
Education Funding
5 Employment Benefits You Might Be Overlooking

While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.

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Tax Planning
An Expat’s Guide to U.S. Taxes

Working overseas? You won’t escape the clutches of the IRS. But you may be able to ease the burden.

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Cash & Lending Services
5 Strategies for Paying Off Credit Card Debt

U.S. consumer credit card debt is over $1 trillion – here are five tips for getting your balance sheet back in the black.

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Education Funding
Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

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Retirement Planning
Prepare for Medicare: A Guide for First-Timers

Medicare is a program that includes several different forms of health care, some of which are provided by the federal government and some by private insurers. As a result, it can be a fairly complicated program to understand.

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Retirement Planning
Insurance Planning
Education Funding
What to Expect (Financially) When You’re Expecting

You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

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Cash & Lending Services
Debt: Not Necessarily a Four-Letter Word

If left unchecked, debt can cost you both money and peace of mind. Here are 6 ways to get it under control and working for you.

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Retirement Planning
Tax Planning
Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

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Retirement Planning
Tax Planning
Traditional IRAs vs. Roth IRAs: What's the Difference?

Which individual retirement account is right for you? It depends on your circumstances.

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Retirement Planning
After You Max Out Your 401(k)

If making the max contribution to your 401(k) isn’t enough to make you comfortable about your retirement, here are some further options

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Retirement Planning
Tax Planning
Opening up the Backdoor Roth

If you aren’t eligible to contribute to a Roth IRA, a backdoor Roth could be the key for you to take advantage of this retirement savings vehicle

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Retirement Planning
How Do You Know When To Retire?

Before you hang it up for good, ask yourself these 7 questions.

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Retirement Planning
Make the Most of Your Required Minimum Distributions

RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.

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Retirement Planning
Making Sense of the Social Security Fairness Act

The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?

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Retirement Planning
Tax Planning
IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

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Investment Management
Diversification: The "Free Lunch" of Portfolio Building

While diversification doesn’t guarantee against loss, it is one of the most successful strategies for portfolio-building over the long term.

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Estate Planning
The Basic Elements of Estate Planning

It’s not just for the ultra-wealthy. An estate plan can help you protect your assets, make things easier for your heirs, and minimize your taxes.

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Retirement Planning
Tax Planning
The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

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Mature couple reviewing paperwork.
Estate Planning
Everything You Need To Know About Tax-Free Family Gifting

With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries – while you’re still here to see them enjoy it.

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Investment Management
Nvidia and Hindsight Bias

“In looking back, I knew it all along.”

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Investment Management
The Dangers of Portfolio Tinkering

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

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Investment Management
Want To Invest in Real Estate?

Consider these five tips before adding an investment property to your portfolio.

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Estate Planning
Insurance Planning
Investment Management
Retirement Planning
Tax Planning
2025 Market, Policy and Planning Outlook

What does 2025 have in store, and how should you plan for it?

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Education Funding
Four Ways To Use Leftover 529 Money

What to do with a 529 education savings plan when there’s no college left to spend it on.

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Retirement Planning
Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.

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Identity Theft
So Your Data Has Been Leaked – Now What?

Data breaches have been steadily on the rise in recent years – here’s what to do if you find your personal information has been exposed.

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Family Wealth
Retirement Planning
Estate Planning
Tax Planning
Maintaining Financial Well-Being Through a Divorce

Are you prepared for the financial impacts of untying the knot?

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Investment Management
Building Wealth in College

Start building your money and investment management skills in college with these practices.

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Business & Executive Services
Retirement Planning
Your Plan to an Effective Business Sale

How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.

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Identity Theft
Tax Planning
Take the Headaches Out of Tax Season

How to make your life – and your CPA’s life – go a little bit smoother as you prepare your returns during the coming tax season.

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Tax Planning
Retirement Planning
Your Planning Guide to 2025 Taxes

Here’s what you need to know about recently increased limits for gifting, retirement contributions, and more.

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Charitable Giving
Estate Planning
Tax Planning
Building a Purposeful Charitable Legacy

Strategies on maximizing the impact of your charitable donations while optimizing potential tax benefits.

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Estate Planning
Family Wealth
Women's Resources
A Brief Guide to Prenups

Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.

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Retirement Planning
Estate Planning
Insurance Planning
Have You Planned for Every Season of Retirement?

Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.

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Charitable Giving
Estate Planning
Investment Management
Retirement Planning
Tax Planning
Planning Moves to Consider Before Year-End

Tim Steffen highlights key moves to make to ensure you make the most of year-end.

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Identity Theft
Protect Yourself From Wire Fraud

Wire fraud is one of the most frightening types of theft that can happen to you. Here’s how you can ensure your transactions are secure.

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Identity Theft
Cyber Self-Defense: How to Avoid These Common Scams

Between online commerce and social media, we’re all spending more time on the internet these days. So are cybercriminals. Learn to protect yourself from their most common scams.

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Estate Planning
What To Look For in a Trustee

There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.

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Retirement Planning
Navigating the Medicare Maze

In our September Wealth Strategies webinar, Baird Wealth Planner Ron Johnson discusses how to get the most out of your coverage.

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Identity Theft
Gone Phishing

Cybercriminals are increasingly using artificial intelligence to carry out mass phishing attacks, making it crucial for you to recognize these threats.

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Identity Theft
Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

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Investment Management
The Ultimate Investing Hack

Don’t let a feeling of apathy keep you from investing for the long term.

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Investment Management
How To Read the Financial News

In an era of AI-generated content, how do you separate fact from fiction?

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Tax Planning
Preparing for A New Tax Landscape

Provisions of the Tax Cuts and Jobs Act are set to sunset in 2025, resulting in implications for you and your tax planning.

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Estate Planning
Family Wealth
Retirement Planning
Tax Planning
You – Yes, You – Should Have a Plan for Your Wealth

It’s not just for retirement – discover how everyone can benefit from a plan for their wealth

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Business & Executive Services
5 Ways To Sell or Transfer Your Business

Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

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Investment Management
Staying the Course

Focus too much on day-to-day market performance and you could miss the larger trend.

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Insurance Planning
Retirement Planning
How To Pay for Long-Term Care

Six strategies for an underappreciated but crucial component of retirement planning.

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Estate Planning
Family Wealth
Retirement Planning
What To Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

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Investment Management
The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.

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Retirement Planning
Navigating the Social Security Landscape

In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.

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Estate Planning
Family Wealth
Planning for a Timely Wealth Transfer Opportunity

Today’s historically high exemption creates a unique and temporary opportunity to thoughtfully plan for your family and estate.

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Investment Management
All That Matters in 2024

Mike Antonelli and Ross Mayfield share what investors need to know to have a successful year in 2024.

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Estate Planning
What to Do After Losing a Loved One

Executing a loved one’s estate can be overwhelming. Here’s a guide of important tasks to help you stay on track.

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Estate Planning
Investment Management
Retirement Planning
Tax Planning
2024 Market, Policy & Planning Outlook

What does 2024 have in store – and how should you plan for it?

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Cash & Lending Services
A Young Adult’s Guide to Debt

Not all debt is created equal. From mortgages to credit cards, here’s how to think about some common types of debt.

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Tax Planning
November Wealth Strategies

Senior Tax Strategist Kelsey Clair provides useful tax planning tips as we head into year-end.

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Tax Planning
Retirement Planning
Your Guide to Inflation Adjustments for 2024 Taxes

Here’s what you need to know about recently increased limits for gifting, retirement contributions, and more.

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Figures of a bride and groom standing on a stack of coins next to a house
Estate Planning
Insurance Planning
7 Steps to Take When Tying the Knot

Marriage is a new chapter that comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

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Charitable Giving
Estate Planning
Family Wealth
October Wealth Strategies

Wealth management and trust experts discuss how to secure a legacy while deepening familial bonds.

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Tax Planning
The Three Tests Before a Roth Conversion

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

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Business & Executive Services
Insurance Planning
How Insurance Can Benefit Your Business

Certain kinds of insurance plans can be a valuable strategy to enhance your executive or key employee benefits and ensure the longevity of your business.

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Charitable Giving
August Wealth Strategies

Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.

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Insurance Planning
Retirement Planning
Key Moves for Open Enrollment Season

During this year’s open enrollment season, take some time to make sure your benefits choices are aligned with your overall financial plan.

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Charitable Giving
Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

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Education Funding
Preparing for the Return of Student Loan Payments

Student loan payments are set to resume in the fall – here’s what you can do to get ready.

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Estate Planning
July Wealth Strategies

Corliss Taylor and Will Hobson, Trust Strategists with Baird Trust, discuss how different types of trusts can fit into your overall financial plan.

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Retirement Planning
June Wealth Strategies

Baird Senior Wealth Planner Sascha Schreiber examines strategies around maximizing your Social Security benefits.

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Insurance Planning
Preparing for Risks at Every Stage of Life

As your world changes, so do the strategies that can protect your assets.

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Retirement Planning
Rethinking Retirement

Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.

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Couple kayaking
Retirement Planning
May Wealth Strategies

Baird Wealth Planner Zach Chamberlain highlights five ways to ensure your retirement needs align with your retirement resources.

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Tax Planning
Strategies for Estimated Tax Payments

Had a spike in income last year? These tax strategies can help you maximize it – without incurring trouble with the IRS.

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Business & Executive Services
Family Wealth
How To Talk Through Transitioning a Family Business

Five strategies to navigate difficult conversations around succession planning and help bring a family together.

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Cash & Lending Services
Retirement Planning
Using Liquidity in Retirement To Beat Inflation

While inflation can increase the risk of a down market early in retirement, you might have some options.

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Business & Executive Services
Choosing a Corporate Structure for Your Business

How you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.

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Retirement Planning
March Wealth Strategies

Tim Steffen explains the basics of Roth IRAs and how they could work in your best interests.

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Investment Management
Even Now, There Are Reasons To Own Bonds

Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

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Estate Planning
Keeping Your Legacy Secure

Want to preserve your financial legacy for future generations? Consider these simple strategies for protecting your assets from your heirs’ creditors and lawsuits.

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Family Wealth
You May Be Wealthier Than You Think

Family wealth is measured in ways not found on a spreadsheet or portfolio statement.

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Retirement Planning
Tax Planning
SECURE Act 2.0: What It Means for Your Retirement

The newly passed bill offers changes to RMDs, new Roth rules and other tactics to take advantage of.

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Estate Planning
Your Digital Estate Plan

Online assets need to be protected just like your financial ones.

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High school students walking into school
Education Funding
Is College Right for You?

For some, going straight from high school graduation to college makes a lot of sense – but it might not be the best path for everyone.

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Estate Planning
Family Wealth
Helping Your Children Prepare for an Inheritance

Melanie Schmieding, CTFA, offers six ways to help your children become good stewards of family wealth.

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Family Wealth
Family Governance: A Key to Maintaining Your Legacy

As your family expands, a governance plan can help keep your vision, values and mission on track.

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Retirement Planning
Teaching Kids to Be Fiscally Fit

It’s never too soon to start teaching your kids about money.

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Investment Management
Retirement Planning
The Benefits of Consolidating Accounts

Keeping your accounts in one place isn’t just convenient – there are many advantages to doing so.

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Family Wealth
Family Values: Charting Your Future

How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

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Business & Executive Services
Smart Moves for a Healthier Medical Practice

These small-business strategies can help your healthcare practice grow and your headaches shrink

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Family Wealth
Wealth Management Is a Family Affair

5 strategies on how to talk with your family about wealth and your legacy.

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Estate Planning
When Should You Revisit Your Estate Plan?

Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.

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Tax Planning
Finding Tax Relief Following a Catastrophic Loss

While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.

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Family Wealth
How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

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Family Wealth
The Hidden Factor That Can Derail Your Legacy

Communication among family members is the key to successfully transitioning your wealth.

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Retirement Planning
Ten Financial Moves to Make When Your Child Turns 18

From credit cards to a HIPAA waiver, here’s how to get your son or daughter started on the right foot as an adult – while keeping some control for yourself as a parent.

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Estate Planning
Tax Planning
Staying Out of Probate

A wise use of trusts can keep your heirs from the hassle of probate court.

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Investment Management
Investing in an Election Year

Mike Antonelli and Ross Mayfield discuss the perils in letting the upcoming election influence your portfolio strategy.

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Older woman talking to a doctor.
Retirement Planning
What Medicare Doesn’t Cover

You can’t rely on Medicare for some basic elements of your healthcare in retirement, like hearing aids or prescription drugs. Here’s how to make sure you’re covered.

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Tax Planning
Investment Management
Taking Advantage of Tax-Loss Harvesting

While it might not turn lemons into lemonade, tax-loss harvesting can help you make the most of some poor market performers.

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Retirement Planning
Navigating the Risks of Retiring in a Bear Market

Even in a down market, you can still have the retirement you’ve been dreaming of – you just need to be proactive.

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Tax Planning
What the Inflation Reduction Act Means to You

Yes, there are more IRS agents in the Inflation Reduction Act, but there are also credits and opportunities for you to take advantage of.

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Business & Executive Services
A Survival Guide for Small Business

The pandemic and inflation have been hard on America’s small business owners. Here are a few ways to help you make it to the next new normal.

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Retirement Planning
Tax Planning
Should You Consider a Roth Conversion?

Whether it’s a downturn in the market or planning to cut your heirs’ tax bill, here’s five reasons a Roth IRA conversion might make sense for you.

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Couple sitting at kitchen table reviewing paperwork.
Retirement Planning
What’s Your Personal Inflation Rate?

Inflation impacts different people in different ways. Here’s how to calculate its effect on your budget and financial plans.

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Retirement Planning
Cash & Lending Services
Insurance Planning
Laid Off: A Plan for When Things Don't Go to Plan

In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

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A woman reviewing market graphs on a laptop
Investment Management
BairdNext Insights: What is Different About This Bear Market?

Worried about what a bear market might mean for you? Here are a few financial points to consider.

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Investment Management
What the 1970s Can Teach Us About Inflation

Lessons from an age when inflation was anything but groovy.

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Insurance Planning
9 Everyday Life Insurance Mistakes

Life insurance can be a critical part of comprehensive wealth management plan – if you consider it thoughtfully.

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Investment Management
5 Actions You Can Take in the Event of a Recession

Recessions might be inevitable – it doesn’t mean you need to take them lying down.

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Retirement Planning
Insurance Planning
"I’m Not Getting Older – I’m Getting Better!"

There’s nothing wrong with staying young at heart – just make sure you plan for the added complications and expense that come with getting older.

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Investment Management
Estate Planning
Surprising Upsides in a Down Market

To be sure, investing would be easier if the stock market only went up. However, even down markets can benefit investors in unexpected ways.

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Cash & Lending Services
Don’t Get Burned by the Hot Housing Market

With house prices soaring, these tips can help you get the home you want without sacrificing your future.

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Investment Management
BairdNext Insights: Responding To Inflation

Concerned about interest rates or inflation as a young investor? Here are five key points to consider for your investments and financial future.

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Cash & Lending Services
Buying or Leasing in 2022: What You Need To Know

From inflation to semiconductor chip shortages, the decision to finance or lease your next car has become much more complicated.

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Women's Resources
Women Talking Wealth: Sue Bellehumeur

Branch Manager Sue Bellehumeur discusses her career journey and what drew her to financial services.

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Business & Executive Services
A Quick Guide to Business Valuations

Why you might benefit from a business valuation, when to get it, and other common questions.

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Investment Management
The Dangers of Selling During a Market Drop

Timing the market can be difficult – timing the market in a panic can be devastating.

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Investment Management
Planning Moves for Volatile Times

Worried about how volatility in the markets and the economy will affect your financial plans? Here are some moves to help protect your assets.

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Business & Executive Services
Getting the Most for Your Business

It’s your most valuable asset. So make sure you maximize its value before a sale or other business transition.

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Investment Management
Market Anxiety: What Investors Can Do in Troubling Times

A conversation with Baird Market Analyst Mike Antonelli about investing at this moment in history.

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Investment Management
Building Portfolios for Volatile Times

If the market’s sudden moves have you thinking about getting out, here are some investment strategies to reassure you. Most important: Keep your focus on the long term.

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Identity Theft
Practical Strategies to Safeguard Your Online Information

With so much of our business happening online these days, it’s no surprise that hackers put a great deal of effort into trying to access your information. What can you do to protect yourself? Here are a few real-world strategies to keep in mind:

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Tax Planning
Retirement Planning
The IRS’s New Rules for Your Retirement Distributions

After 20 years, the IRS has updated its life expectancy tables – which means the Required Mimimum Distribution from your retirement account each year is also changing.

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Investment Management
Retirement Planning
You’ve Made Your Career Move – Now What?

With a little planning, you can avoid leaving money on the table as you switch jobs.

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Investment Management
How To Deal With the Inevitable Volatility

Be still, sad heart! Into each life some rain must fall.

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Investment Management
Addressing Recent Market Volatility

It’s no secret that we’ve had a volatile start to 2022—in the financial markets and in the real world. Strategas Chairman and CEO Jason Trennert discusses recent geopolitical volatility, what it means for inflation and the Fed, and his outlook for equities for the rest of year.

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Women's Resources
Women Talking Wealth: Sheenah Tonga

Branch Administrative Supervisor Sheenah Tonga reflects on how she started her career at Baird and her experiences with fertility treatments.

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Retirement Planning
Women's Resources
Protecting the Nest Egg After You’re on Your Own

How divorce or the death of a spouse affects a woman’s 401(k), Social Security and other sources of retirement income.

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Retirement Planning
Business & Executive Services
Women's Resources
Five Tips for Women Relaunching Their Career

Baird Women Advisors offers five tips for women jumping back into the workforce.

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Estate Planning
A House Divided

If you’re thinking of buying a vacation home with a family member, here are some ground rules to consider before making it legal.

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Insurance Planning
4 Hidden Benefits to Owning Life Insurance

A life insurance policy might accomplish more than you realize.

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Retirement Planning
Women's Resources
Women Talking Wealth: Ana Geller

In the latest installment of our Women Talking Wealth series, Associate Branch Manager Ana Geller discusses her own financial journey and her advice for aspiring leaders.

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Education Funding
Women's Resources
Women Talking Wealth: Jeannette Haen

In the latest installment of our Women Talking Wealth series, Education Planning Consultant Jeannette Haen discusses the importance of goal setting.

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Business & Executive Services
Equity Compensation: Beyond Benefits

When mapping out your financial future, don’t minimize the impact stock compensation can have on accumulating wealth.

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Investment Management
The Best Market Indicator Is…

One data point out of context doesn’t tell you the full story.

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Retirement Planning
Is It Time To Make a Change?

When do you know? And when do you know you’re ready?

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Cash & Lending Services
Buying or Selling a House in a Seller’s Market

Six tips on taking advantage of today’s housing market.

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Investment Management
Can a Stock Market Selloff Be a Good Thing?

When a down market can be a blessing in disguise.

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Is This the End of the “Grandparent Rule?” – Plus Other Education Funding Strategies for Grandparents

Looking to help your grandkids with their education? Here are some tips.

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Women's Resources
How To Organize Your Financial Life

Keeping your financial documents organized might feel like a chore, but it can be a lifesaver in an emergency.

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Retirement Planning
Seeing the Big Picture

To meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.

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Cash & Lending Services
"Am I Ready to Move Out of My Parents' House?"

Record numbers of young adults are living at home with their parents. Here are five steps you can take to pursue your own independence.

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Investment Management
How Much Should You Be Worried About Inflation?

Are we in for a spate of inflation? If we are, how can you protect yourself? Baird’s John Taft and Mike Antonelli offer their perspectives on the future of your assets.

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Investment Management
The Year of Living Dangerously

After a year of working from home and fearing this market, Ross Mayfield reflects on what the pandemic has taught millennials about investing.

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Retirement Planning
Education Funding
Women's Resources
Women Talking Wealth: Kathy Cobb

In the latest installment of our Women Talking Wealth series, Business Development Consultant Kathy Cobb discusses her personal financial journey.

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Retirement Planning
Women's Resources
Pay to Play: Planning for Your Child’s Extracurricular Activities

Make sure your budget is in line with your – and your child’s – expectations and level of interest.

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Investment Management
Cash & Lending Services
The Case for Liquidity

The best way to maximize your outcomes is to maximize your choices.

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Investment Management
Unpacking What It Means To Be a Fiduciary

The fiduciary standard offers protection for investors, but that’s not the whole story.

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Investment Management
To Bubble or Not to Bubble: That Is the Question

Are the current sky-high stock market valuations sustainable? Baird’s John Taft and Mike Antonelli discuss whether we’re in a bubble, and how investors should deal with it.

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Retirement Planning
Tax Planning
Ten Financial Resolutions for Young Adults

Now that you’re out of your parents’ house and on your own, here’s how to build a solid financial footing for yourself.

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Retirement Planning
What’s in the New Coronavirus Relief Package

In addition to the relief checks, the new Covid-19 stimulus package contains adjustments to such things as charitable giving provisions, tax credits and unemployment.

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Retirement Planning
When Financial Health Meets Mental Health

As many have learned in 2020, your finances affect your mental well-being, and vice-versa. Acknowledging this is the first step toward conquering the stress.

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Investment Management
ESG Under the Microscope

Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.

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Retirement Planning
Estate Planning
Cash & Lending Services
Women's Resources
Planning To Be Alone

4 tips on how to financially prepare for widowhood.

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Charitable Giving
A Smarter Way to Give

With donor-advised funds, you can respond to a natural disaster in a way that fits your broader financial plans.

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Cash & Lending Services
Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

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Women's Resources
Inside the Gender Wage Gap

Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens.

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Retirement Planning
Clients Ask: How Should I Handle Early Retirement?

The COVID-19 pandemic has pushed many people into retirement earlier than they expected. Here’s how to handle the key decisions.

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Retirement Planning
Are You Working Too Much?

When do you know you’ve crossed the line from “the right amount” to “too much?”

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Estate Planning
Women's Resources
Taking Control of Your Financial Future

A majority of American women say they would like to be more engaged with their finances. Here’s how you can remain in control of your money.

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Retirement Planning
Investing Starts at Home

Thinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.

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Retirement Planning
Where Should You Retire?

Where should you retire? From low taxes to high culture, here’s a quick survey of the factors to consider in choosing where you’ll spend the rest of your life.

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Investment Management
Business & Executive Services
Making the Most of Employee Stock Ownership

With companies reducing grants of options or restricting company stock in their 401(k) plan, employee stock purchase plans are emerging as powerful investment vehicles.

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Investment Management
Optimism vs. Pessimism

Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.

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Business & Executive Services
Make the Most of Your Stock Compensation With an 83(b) Election

Stock options are always tricky from a tax standpoint. Here’s one way to make them work for you.

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Investment Management
Reg BI – A Win for All Involved

Reg BI raises the bar for investor protection while preserving individuals’ ability to choose who they work with, the products that best suit them, and how to pay for them.

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Tax Planning
Estate Planning
Cash & Lending Services
4 Myths When Managing Sudden Wealth

Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.

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Investment Management
These Are a Few of My Favorite Quotes

Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.

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Business & Executive Services
How Does Equity Compensation Fit Into Your Financial Plan?

Equity compensation can be complex, but don’t let your benefits go on autopilot. Here’s why it’s important to factor them into your broader wealth management plans.

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Insurance Planning
Life Insurance Solutions for Your Blended Family

Financial planning for blended families can be uncomfortable at best, but life insurance can also help you deal with the special problems of a second family.

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Investment Management
In the Markets Now: An Open Letter to My Fellow Twenty-Something Investors

The volatility of the last few weeks has been unprecedented and unrelenting. This puts younger investors in an interesting and even enviable position.

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Estate Planning
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Financial Plans Evolve Through Every Stage of Life

A financial plan must evolve with your goals, family and income level. Here's a look at how three key areas of your financial decision-making change as you move through life.

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Investment Management
Lessons Learned From Investing in Volatile Times

John Taft and Mike Antonelli discuss their experiences and how to avoid the most common mistakes.

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Retirement Planning
A Lesson From My Youth

Life isn’t experienced on a balance sheet – it’s about experiencing what the world has to offer.

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Retirement Planning
Bridging the Gap: How to Pay for Healthcare When Retiring Early

Medicare coverage begins at age 65 – so if you’re thinking of retiring early, you’ll need to bridge the healthcare gap until then. Here are some ideas.

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Education Funding
Women's Resources
Wealth and the Single Parent

Making smart financial choices while raising kids on your own can require additional planning and discipline.

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How to Cover the Cost of Your Wedding

The average American wedding costs roughly $30,000 these days. If that number gives you cold feet, here are some practical ways to help you keep that special day under control.

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A Budget You Can Live With

A budget can be the first step toward achieving your financial goals. But it doesn’t work if it’s not realistic. Here are some steps to help get your finances under control.

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Retirement Planning
When to Take Your Benefit: A Key Retirement Decision

You should manage your Social Security like any other investment. Unfortunately, most Americans don’t, and may be missing out on as much as $100,000 in benefits. Here’s a guide to help you make the most of Social Security.

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Insurance Planning
How Much Life Insurance Do You Need?

The primary purpose of life insurance is to cover the financial needs of loved ones after you’re gone. How much is enough for your family? This guide from Baird can help.

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Education Funding
Understanding Your Benefits: Financial Planning for Service Members

Service members who reach their ETS date or retire from the U.S. military are eligible for a host of financial benefits. Here’s how you can take advantage of them.

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Tax Planning
So You Won the Lottery

Don’t assume that all your problems are over. Sometimes more money can create issues you didn’t see coming. Here are some simple steps to take to protect your Mega Millions.

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Insurance Planning
Planning for a Child With Special Needs

More than 50 million Americans have some sort of special needs that their families are coping with? Here’s how to start addressing the financial challenges that these families are facing.

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Education Funding
Modeling Good Financial Behavior for Your Kids

How do kids learn to handle their money? From watching you! Here are a few steps you can take to show them, by example, to be responsible savers and consumers.

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Education Funding
Cash & Lending Services
How Much Should You Support Your Kids in College?

We all want what’s best for our kids, but you want them to learn the value of money too.

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Investment Management
Retirement Planning
Modern-Day Wealth Management

Wealth management is about more than stocks or annuities. For Mike Antonelli, it’s about driving your beat-up old station wagon 2,000 miles to your happy place.

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Estate Planning
Wealth Management in Real Life: What to Do When a Loved One Is Dying

When a parent is approaching the end of their days, there are a lot of uncomfortable decisions to be made. Here’s a guide to help organize and clarify your thinking at this difficult time.

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Retirement Planning
"Are We Going to Be Okay?"

Bull and Baird blog author Mike Antonelli and John Taft, author of the blog Finance for the Greater Good, discuss the most important question they get from Baird clients.

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Retirement Planning
5 Financial Mistakes You Might Be Making Right Now

Five of the most common money mistakes people make – and how to avoid them.

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Estate Planning
When a Loved One Is Diagnosed With Alzheimer’s

Financial considerations you should keep in mind as you plan for care.

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Insurance Planning
Managing Health Care for an Elderly Loved One

For many caregivers, this can be a very difficult choice. This article can help you with both the practical and emotional sides of this decision.

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Long-Term Care Insurance: A Beginner’s Guide

More than two thirds of us are likely to need some form of long-term care in our lives. Will you be able to cover that expense? The time to start getting prepared for it is right now.

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Cash & Lending Services
Should You Buy or Lease Your Next Car?

Four questions to ask yourself before signing on the dotted line.

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Education Funding
To Consolidate or Not To Consolidate Your Student Debt

Consolidating or refinancing your student loans could save you time and hassle – and even reduce your monthly payments. But is it the smart decision?

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Cash & Lending Services
‘Til Debt Do Us Part

Thinking about taking the financial plunge and combining your finances? Here are six relationship-saving strategies to consider before merging your accounts.

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Education Funding
Giving Love – and Money – to the Grandkids

In addition to being an incredibly loving gesture, paying for a grandchild’s education is a substantial investment in their future. Baird has thoughts about how you – and they – can get the most out of it.

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Retirement Planning
Don’t Believe the Word on the Tweet

As a Millennial, you’ve probably read a million social media posts trying to tell you who you are and where you’re going in life. Let us help you prove them wrong.

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Investment Management
Some Things Are Just Too Hard

How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to pay a professional to do for him.

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Cash & Lending Services
Is Now the Time To Refinance Your Mortgage?

Falling interest rates have many homeowners taking a second look at their original loans.

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Environmental, Social, Governance
Investment Management
Incorporating Responsible Investing Into Your Portfolio

While investing is instrumental to achieving the future you want, you don’t have to sacrifice your principles along the way.

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Tax Planning
So You’ve Inherited Some Property….

Inheriting a lump sum of cash is a relatively simple process. Inheriting a noncash asset, though, like a vacation home or a stock portfolio, can present a whole different set of issues.

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Retirement Planning
Three Alternatives to a Traditional Retirement

Not everyone wants a traditional retirement, but it can be tough to visualize a different path when society seems to expect you to work for four decades and bow out when you’re eligible for Social Security.

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Investment Management
Putting Your Investment Eggs in Multiple Baskets

No matter how a concentration position develops, if your portfolio is overweighted in any one position, you’re exposed to undue risk.

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Business & Executive Services
Maximizing Company Stock Compensation

Receiving shares of stock in the company you work for as part of your compensation is an excellent way to share in the success of the business, and can be very lucrative. But stock awards can be tricky to manage.

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Environmental, Social, Governance
Investment Management
Investing in Your Values

The rise of socially responsible investing lets investors put their money where their values are. This is the first in a two-part series on Socially Responsible Investing.

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Cash & Lending Services
How to Buy a House in Eight Steps: A Guide for First-Time Homebuyers

Whether "someday" is coming up soon or still a couple years down the road, you can benefit from learning about the process and the financial decisions you'll need to make.

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Investment Management
Does Diversification Still Work?

Hindsight may be 20/20, but investing is about looking forward.

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Business & Executive Services
A Big Decision for Small Businesses

It’s critical you identify the right retirement plan for your business.

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Education Funding
Where should my next dollar go? Education vs. Retirement

A new feature that helps readers tackle their most pressing wealth management concerns.

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Retirement Planning
Women's Resources
What Women Need to Know About Social Security

Tips for women looking to maximize their Social Security benefits.

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Tax Planning
Four Financial Resolutions (and Simple Ways to Keep Them)

Keeping a financial resolution starts with practicing good habits every day, all year long. Here’s are a few easy steps you can take to follow through on some of the most common financial resolutions:

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Investment Management
Don’t Let the Market Psych You Out

Understanding the way our innate tendencies affect the decisions we make can help you be a smarter investor in any environment.

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Education Funding
Wealth Management in Real Life

Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.

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Investment Management
Getting Ahead of the Curve

In December 2008, on the heels of the Great Recession, the Federal Reserve attempted to stave off deflation by lowering interest rates to near 0%. It took seven years before the Fed would raise rates again, but now – eight rate hikes later with more seemingly on the way – most economists agree we’re in a rising rate environment.

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Estate Planning
Women's Resources
Talking With Aging Parents About Their Finances

How you can make conversations with your parents about their finances easier and more productive.

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