2022

From inflation to semiconductor chip shortages, the decision to finance or lease your next car has become much more complicated.

In this issue of the Wealth Management Mailbag, our market and planning experts answer clients’ questions about inflation and cryptocurrency.

President Biden appears to be more open to offering student loan forgiveness ahead of the November elections. However, the move is not guaranteed.

Advice for parents before they agree to take on college debt for their children.

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.

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.

If making the max contribution to your 401(k) isn’t enough to make you comfortable about your retirement, here are some further options

Branch Manager Sue Bellehumeur discusses her career journey and what drew her to financial services.

Why you might benefit from a business valuation, when to get it, and other common questions.

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.

Timing the market can be difficult – timing the market in a panic can be devastating.

Congress is looking to build on 2019 efforts to expand employees’ access to retirement plans and to increase retirement savings.

Key questions to help you get started on funding your kids’ education.

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.

Consider these 5 tips before adding an investment property to your portfolio.

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.

Worried about how volatility in the markets and the economy will affect your financial plans? Here are some moves to help protect your assets.

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.

It’s your most valuable asset, so make sure you maximize its value before you a sale or other business transition.

A conversation with Baird Market Analyst Mike Antonelli about investing at this moment in history.

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.

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:

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.

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.

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

With a little planning, you can avoid leaving money on the table as you switch jobs.

Be still, sad heart! Into each life some rain must fall.

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.

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.

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.

Branch Administrative Supervisor Sheenah Tonga reflects on how she started her career at Baird and her experiences with fertility treatments.

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.

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

How divorce or the death of a spouse affects a woman’s 401(k), Social Security and other sources of retirement income.

Baird Women Advisors offers five tips for women jumping back into the workforce.