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2021

  • Private Wealth Management
  • Insights & Education
  • Wealth Management Perspectives
  • 2021
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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