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2022

  • Private Wealth Management
  • Insights & Education
  • Wealth Management Perspectives
  • 2022
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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.

Keep Reading
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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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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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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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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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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:

Keep Reading
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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.

Keep Reading
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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.

Keep Reading
Professional woman is a suit standing next to a window.
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.

Keep Reading

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