2022

Here are some easy steps you can take to keep your personal information away from prying eyes.

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

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

Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.

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.

Executing a loved one’s estate can be overwhelming. Here’s a guide of important tasks to help you stay on track.

While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.

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

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.

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.

Had a spike in income last year? These tax strategies can help you maximize it – without incurring trouble with the IRS.

Common wisdom holds that when stocks go down, bonds should go up – but what if they both go down at the same time?

How big a bite does the IRS take out of your bonus check – and what can you do about it?

Melanie Schmieding, CTFA, offers six ways to help your children become good stewards of family wealth.

As your family expands, a governance plan can help keep your vision, values and mission on track.

It’s never too soon to start teaching your kids about money.

Keeping your accounts in one place isn’t just convenient – there are many advantages to doing so.

How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

These small-business strategies can help your healthcare practice grow and your headaches shrink

5 strategies on how to talk with your family about wealth and your legacy.

Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.

While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

Communication among family members is the key to successfully transitioning your wealth.

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.

A wise use of trusts can keep your heirs from the hassle of probate court.

With midterms fast approaching, Strategas Head of Washington Research Dan Clifton breaks down the coming elections, potential policy outcomes, and other big themes to watch.

As we head into the last quarter of an uncertain, volatile year in the markets, Strategas CEO Jason Trennert addresses some of the pressing questions that Baird clients have been asking.

Mike Antonelli and Ross Mayfield discuss the perils in letting the upcoming election influence your portfolio strategy.

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.

While it might not turn lemons into lemonade, tax-loss harvesting can help you make the most of some poor market performers.

Even in a down market, you can still have the retirement you’ve been dreaming of – you just need to be proactive.

Yes, there are more IRS agents in the Inflation Reduction Act, but there are also credits and opportunities for you to take advantage of.

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

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.

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.

Inflation impacts different people in different ways. Here’s how to calculate its effect on your budget and financial plans.

In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

Worried about what a bear market might mean for you? Here are a few financial points to consider.

Lessons from an age when inflation was anything but groovy.

Life insurance can be a critical part of comprehensive wealth management plan – if you consider it thoughtfully.

Recessions might be inevitable – it doesn’t mean you need to take them lying down.

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.

To be sure, investing would be easier if the stock market only went up. However, even down markets can benefit investors in unexpected ways.

With house prices soaring, these tips can help you get the home you want without sacrificing your future.

Concerned about interest rates or inflation as a young investor? Here are five key points to consider for your investments and financial future.

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

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.

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.

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

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

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

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

It’s your most valuable asset. So make sure you maximize its value before 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.

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.

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

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.