News & Insights
Articles of Interest
Potential Tax Benefits of Charitable Giving
The 2017 Tax Cuts & Jobs Act (TCJA) will likely simplify filing for many taxpayers – but if you’ve traditionally deducted charitable gifts, you may have a...
Taking Advantage of the SECURE Act
The new SECURE Act presents some significant changes to IRAs and other retirement vehicles. Here’s how you can take advantage of the new rules.
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
A Budget You Can Live With
A budget can be the first step toward achieving your financial goals. But it doesn’t work if it’s not realistic. Here are some steps to help get your finances...
When to Take Your Benefit: A Key Retirement Decision
You should manage your Social Security like any other investment. Unfortunately, most Americans don’t, and may be missing out on as much as $100,000 in benefits. He...
How Much Life Insurance Do You Need?
The primary purpose of life insurance is to cover the financial needs of loved ones after you’re gone. How much is enough for your family? This guide from Baird can...
Financial Insights from Baird
Global Asset Allocation
Strategas explains why it remains overweight to cash and equities (and underweight fixed income) vs. its benchmarks.
Read MoreMarket Strategy Weekly (Written)
All the key points of the weekly video by Strategas in one easy-to-digest page.
Read MorePWM Quarterly Market Update
Baird’s Asset Manager Research team provides a review and outlook on last quarter’s Equity and Fixed Income Markets.
Read MoreMarket Strategy by Strategas, a Baird Company
Baird’s review of macro and market developments over the past week, plus a look at the week ahead.
Read MoreBudget Worksheet
Budget Worksheet2020 Tax Facts
2020 Tax Facts
Bull & Baird
A market blog that explores catalysts moving the day’s financial markets, shares links to relevant news stories and editorials, provides market perspecti...
