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2022

  • Private Wealth Management
  • Insights & Education
  • Wealth Management Perspectives
  • 2022
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
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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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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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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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
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
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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A couple sitting on a couch, reviewing a document together in front of a laptop, calculator, and other files.
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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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
Want To Invest in Real Estate?

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

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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
Staying the Course

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

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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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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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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
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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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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Man and woman looking at a house.
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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Woman doing paperwork at a computer sitting at a table.
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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Arial view of a crowded car lot.
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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Woman wearing red glasses looking at paperwork.
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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A man reviews papers as he sits at a desk with a computer.
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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Mike Antonelli stands in front of a black and white cityscape
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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Photo of Sheenah Tonga in a blue business suit.
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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Women working as a desk in her home.
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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