2021

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

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.

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.

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

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.

A life insurance policy might accomplish more than you realize.

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

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

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.

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.

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.

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

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

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.

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

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.

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

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

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

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.

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

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.

What has surprised us the most so far in 2021?

When a down market can be a blessing in disguise.

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

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

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

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

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.

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

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.

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

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.

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

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

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.

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

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.

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

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

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

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.

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