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2019

  • Private Wealth Management
  • Insights & Education
  • Wealth Management Perspectives
  • 2019
Expectant couple sitting on couch.
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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Two people sitting at a table, hands folded, with paperwork, a pen and wedding rings between them.
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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Elderly couple walking on a path in the woods.
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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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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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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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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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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Cash & Lending Services
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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Cash & Lending Services
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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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
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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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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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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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
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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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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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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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
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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