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  • What's on Your Mind?
    • Planning For Your Future
    • Your Money & Investments
    • Preparing for the Unexpected
  • How We Can Help
    • Baird Online 360 Wealth
    • Business & Executive Services
      • Qualified Plan Consulting Group
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    • Estate Planning
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    • Investment Management
    • Liquidity Solutions
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      • Tax Policy Directory
      • Tax Information Center
  • Insights & Education
    • Market Insights
    • Wealth Management Perspectives
    • Wealth Strategies
    • Women's Wealth
    • Baird Digest
    • Wealth Solutions Group
  • FA Opportunities
    • Hear From Baird's Leaders
      • 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
    • How We Support You
    • The Benefits of a True Partner
    • Making the Move
      • Making the Move: Margaret Wilkin
  • More...
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Wealth Management Perspectives

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Young Investors
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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Investment Management
Retirement Planning
Wealth Management Mailbag: Spring 2022

In this issue of the Wealth Management Mailbag, our market and planning experts answer clients’ questions about inflation and cryptocurrency.

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Strategas Logo
Investment Management
Biden Considers Student Loan Forgiveness

President Biden appears to be more open to offering student loan forgiveness ahead of the November elections. However, the move is not guaranteed.

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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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Investment Management
A Perspective on the Market

With equity and fixed income markets off to a remarkably rough start this year, Strategas Chairman and CEO Jason Trennert answers a spate of questions that Baird has heard from clients.

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Investment Management
Deeper Corrections but Stronger Recoveries in Midterm Years

With market volatility picking up and a midterm election on the horizon, the Policy Team at Strategas gives some insight into how midterm years typically play out.

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Professional woman reviewing documents while at a computer.
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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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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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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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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Strategas Logo
Investment Management
Retirement Planning
Congress Likely to Act on Retirement Legislation

Congress is looking to build on 2019 efforts to expand employees’ access to retirement plans and to increase retirement savings.

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Family sitting together on the floor laughing.
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
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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Investment Management
Retirement Planning
Want To Invest in Real Estate?

Consider these 5 tips before adding an investment property to your portfolio.

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Estate Planning
What to Do After Losing a Loved One

When you’re the executor of a loved one’s estate, it can be easy to feel overwhelmed by everything you have to do. Here’s how to break down your tasks into manageable steps.

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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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Investment Management
2022 Midterm Election Primer - Washington Policy Research

We believe that this increased political volatility is a direct result of the elevated economic uncertainty that has stemmed from the crisis. With midterm elections looming and inflation at 40-year highs, we believe this trend is likely to continue in 2022.

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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 you 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
Russia-Ukraine War Renews Focus on Energy Policy– Washington Policy Research

Western governments have responded to Russia’s invasion of Ukraine by imposing massive sanctions on Russia. These events have brought a renewed focus on US energy policy.

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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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Investment Management
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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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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Investment Management
On the Russia-Ukraine Tensions – Washington Policy Research

With Russian troops officially entering Ukraine from nearly all directions, it is clear a major geopolitical event is at our doorsteps. We take a look at some potential next steps, likely sanctions, and longer-term implications of the action.

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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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Investment Management
New Momentum for Tech Regulation – Washington Policy Research

Both political parties have criticized big tech for years without coming to a consensus on how to regulate them. That appears to be changing, but any effort will likely be limited in nature rather than large-scale reform.

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Investment Management
Washington Policy Research – January 18, 2022

The Strategas Washington Research team kicks off 2022 by discussing some key themes for the year ahead and items for investors to watch as the year develops

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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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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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Investment Management
Tax Planning
Baird’s 2022 Market, Policy and Planning Outlook

What does 2022 have in store – and how should you plan for it? Our planning experts sat down with Strategas to discuss what to expect in the new year.

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Tax Planning
The Future of Build Back Better: What It Means for You

Congress was unable to come to an agreement for the Build Back Better plan in 2021, but you can expect it to be revisited in 2022. Here’s what you need to know to plan for potential changes this year and beyond.

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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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Tax Planning
The IRS’s Inflation Adjustments for 2022

The IRS has announced its 2022 inflation adjustments, many of which will have positive ramifications for taxpayers. Here’s what you need to know about them.

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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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Investment Management
Washington Policy Research – December 16, 2021

The legislative process has continued to lead to modifications to the Build Back Better spending plan.

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Estate Planning
Get Your Estate Plans in Order

As we approach the end of the year, here are five simple steps to take to make sure your legacy is in order.

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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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Investment Management
Washington Policy Research – Nov. 16, 2021

When it became clear that proposed tax rate increases and estate tax changes were unlikely to pass, Congressional Democrats came up with an alternative plan.

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Tax Planning
Tax Moves for Year End

Year-end tax planning is more complicated this year, but these simple ideas can help you achieve your long-term retirement, estate and charitable goals.

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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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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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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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Investment Management
Washington Policy Research - October 4, 2021

US treasury may have to prioritize which aspects of the government continue to be funded.

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Retirement Planning
Make the Most of Your Required Minimum Distributions

Distributions from your retirement plan will be a cornerstone of your later years. New regulations around Required Minimum Distributions (RMDs) can help you get even more out of your assets.

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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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Investment Management
Washington Policy Research - Sept.13, 2021

The slate facing policymakers in Washington is as large and significant as any in recent memory.

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Retirement Planning
A Bigger Payday for Retirees

The 2022 Cost of Living Adjustment for Social Security recipients is expected to be the largest in 40 years – an unexpected upside to this year’s increased inflation.

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Cash & Lending Services
Young Investors
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
Washington Policy Research - August 16, 2021

Western investors increasingly see capital risk when investing in Chinese firms, and politicians are beginning to add pressure. Concurrently, China is only becoming more aggressive geopolitically and economically.

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Investment Management
Market Mailbag: Looking Forward, Looking Back

What has surprised us the most so far in 2021?

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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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Education Funding
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
Women Talking Wealth: Peche Myers

In the latest installment of our Women Talking Wealth series, Associate Branch Manager Peche Myers discusses the financial and professional impact of chronic illness.

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Cash & Lending Services
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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Education Funding
Education Planning Q&A: Student Debt Relief, In-Person Classes

Baird Education Planning Consultant Jeannette Haen weighs in on what to expect for 2021.

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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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Young Investors
"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
Young Investors
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
Financial Planning Mailbag: Dealing With Uncertainty

With the COVID-19 pandemic starting to wind down and a new government in Washington, our clients are wondering how to plan for the unknown.

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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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Retirement Planning
Young Investors
Retirement Planning – at Your First Job

Planning for your retirement isn’t hard, as long as you stick to a few simple principles. Even if you’re on your first real job, you can employ these strategies right now.

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

U.S. consumer credit card debt recently topped $1 trillion. Here are five tips for getting you back in the black.

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Tax Planning
What the New Stimulus Bill Means for You

The Biden administration’s $1.9 trillion recovery plan offers several expanded tax credits and other relief measures. Here’s how you can take advantage of them.

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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
Market Mailbag: What Dangers Lurk Around the Corner?

Baird’s experts weigh in on the biggest threats to today’s stock market.

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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
Young Investors
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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Retirement Planning
Tax Planning
IRAs: To Convert or Not To Convert?

Is it nobler to suffer the slings and arrows of your traditional IRA? It depends on your circumstances.

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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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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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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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Investment Management
What Did We Learn?

Baird’s Mike Antonelli and John Taft weigh in on what they took away from a tumultuous 2020.

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Tax Planning
What To Expect From a Biden Presidency

From tax brackets to estate taxes, President-elect Joe Biden has proposed many changes that could affect you.

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Education Funding
Young Investors
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
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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Tax Planning
Taking Advantage of Tax-Loss Harvesting

After a year of great market volatility, many investors can make use of tax-loss harvesting - selling declining securities to get a tax advantage.

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Tax Planning
Tax Strategies for 2021 Filing

What’s New This Year

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Tax Planning
Cash & Lending Services
Helping Out a Family Member in Financial Trouble

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

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Investment Management
So Now What?

What investors should be thinking about now that the election is over.

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Retirement Planning
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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Investment Management
A Final Thought on the 2020 Election

How will the stock market react once all the votes are counted?

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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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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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Tax Planning
High-Net-Worth Tax Moves for Right Now

The current environment – low taxes, low interest rates, new CARES Act regulations – adds up to several tax advantages for high-net-worth individuals.

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Insurance 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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Education Funding
Women's Resources
Teaching Kids to Be Fiscally Fit

For any parent, one of the most valuable lessons you can teach your children is how to be smart with money. No matter how old they are, there are lessons to be imparted.

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Retirement Planning
Young Investors
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
The 2020 Surge in Retail Trading

Baird’s Mike Antonelli and John Taft discuss what it means when individual stock traders take things into their own hands.

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Investment Management
Investment Strategy Mailbag: Where Do You Invest During a Pandemic?, Investing at Age 70

Investment strategy questions posed to Baird market experts. Updated: September 4, 2020

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Investment Management
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
ESG Investing During the COVID Pandemic

Mike Antonelli and John Taft look at how ESG investments have fared in the face of extreme market volatility.

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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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Investment Management
Young Investors
How to Read the Financial News

You can’t always take what you read at face value. Here’s how you can sift through the news to get to the actionable insight you’re after.

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Investment Management
Amazon, Tesla and Hindsight Bias

"In looking back, I knew it all along."

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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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Investment Management
Market Mailbag: Have We Hit Bottom?, Understanding the National Debt

Client questions posed to Baird market analysts. Updated: July 28, 2020

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Retirement Planning
A Retirement Guide for Today

What Clients Are Asking in the Wake of COVID-19

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Investment Management
A Most Curious Market Rally

Why is the market doing so well with so many out of work?

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Education Funding
"Will Colleges Still Offer Classes in September?"

Laying Out All Your Options

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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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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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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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Education Funding
A Q&A on Education Planning During COVID-19

COVID-19 has had a major impact on the way people are saving – and paying – for college. Baird’s Wealth Solutions Group weighs in.

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

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

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Investment Management
The COVID-19 Recession

The COVID-19 recession is different from recessions in the past. Here’s why it matters.

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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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Retirement Planning
The COVID-19 Stimulus Bill: How It Affects You

Planning Moves You Can Use

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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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Education Funding
Young Investors
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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Tax Planning
Education Funding
Business & Executive Services
Financial Planning Opportunities in a COVID-19 World

Despite broad market instability and low interest rates, there are several long-term planning opportunities that you can take advantage of now.

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Education Funding
Cash & Lending Services
Identity Theft
COVID-19: What Should I Be Thinking About Today?

Here are steps you can take today to regain some financial control in these unprecedented times.

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Investment Management
Young Investors
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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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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Investment Management
Retirement Planning
Estate Planning
Insurance Planning
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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Retirement Planning
How the SECURE Act Will Change Your Retirement Distributions

The SECURE Act raises the age for taking required minimum distributions (RMDs) from a retirement plan, lifting it from age 70 ½ to 72. Here’s why that matters to you.

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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
The SECURE Act’s Impact on Your Estate Planning

Thanks to the SECURE Act, certain tactics for tax and estate strategies have been curtailed. People who had been considering these tactics will now have to look elsewhere.

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Investment Management
Baird Market Commentary

What Investors Need To Know About the Recent Selloff

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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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Education Funding
How the SECURE Act Can Help With College

The SECURE Act, which took effect at the beginning of this year, was primarily focused on retirement savings, but there was good news for families that have made use of 529 college tuition plans, too.

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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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Investment Management
Look Beyond the Headlines: The Coronavirus

What is the coronavirus, and how will it impact your portfolio?

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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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Retirement Planning
Taking Advantage of the SECURE Act

The new SECURE Act presents some significant changes to IRAs and other retirement vehicles. Here’s how you can take advantage of the new rules.

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Estate Planning
A Brief Guide to Prenups

Some 62% of marriage lawyers saw a rise in prenups between 2013 and 2016. If you’ve considered joining this trend, here some good reasons to do so – and the pitfalls to avoid.

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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, if for no other reason than wire transfers are routinely transacted in the tens or even hundreds of thousands of dollars. But a good financial professional, such as those at Baird, can help ensure your transactions are safe.

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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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Cash & Lending Services
Young Investors
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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Young Investors
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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Retirement Planning
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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Business & Executive Services
Picking the Right 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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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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Estate Planning
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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Investment Management
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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Retirement Planning
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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Insurance Planning
Young Investors
What to Expect (Financially) When You’re Expecting

You’re never fully prepared for how a child will change your life. But at least you can anticipate some of the financial challenges.

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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
Young Investors
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
Wealth Management Is a Family Affair

It may be awkward and uncomfortable to involve your children in your long-term financial planning. But it can make things easier for everyone involved, both now and into the future.

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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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Insurance Planning
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
Young Investors
Should You Buy or Lease Your Next Car?

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

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Retirement Planning
Have You Planned for All 3 Phases of Retirement?

The key to a fulfilling, happy retirement is being prepared – mentally and financially – for all 3 phases.

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Education Funding
Young Investors
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
Young Investors
‘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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Identity Theft
Cyber Self-Defense: Protecting Yourself Online

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

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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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Jar containing money and labeled - Emergency Savings
Cash & Lending Services
Building Your Emergency Fund

Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

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Identity Theft
Gone Phishing

7 red flags that an email you received is actually an attempt to steal your personal information

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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
Young Investors
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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Middle-aged couple on a train at nighttime. Male is looking thoughtfully out the window.
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
Young Investors
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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Insurance Planning
Preparing for Risks You Can’t Foresee

No matter where you are in your life’s journey, there’s going to be some element of risk you’ll need to plan for.

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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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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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Environmental, Social, Governance
Investment Management
Young Investors
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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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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Young Investors
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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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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Tax Planning
Be a Good Partner to Your CPA

Advice for keeping the tax return preparation process simple and cost-effective.

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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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Retirement Planning
How to Prepare for the Financial Impact of Divorce

While divorce can be overwhelming, there are ways to be proactive and take steps to maintain your financial well-being. Here are a few things to consider at key stages of the divorce process.

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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
Young Investors
Why Everyone Needs an Estate Plan – Yes, Even You

No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.

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Estate Planning
Don’t Put Off Your Estate Plan!

No matter the size of your family or bank account, the conversation about estate planning needs to be had.

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Mom and daughter sitting on sofa talking and drinking coffee.
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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