News & Insights
Patrick Foley featured in Huffington Post“This is Why You Need a Personal CFO” John Bowen, co-founder of a website called AESNation.com that focusses on the world of entrepreneurship, penned this article that includes comments by Pat. In the article is a link to a video interview John did with Pat on the subject of Wealth Management for business owners. |
"The Foley Hillsley Guide to 401(k) Investing"Pat offers plain language answers to the most common question in the world of investing, "how should I invest my 401(k)?" Along the way he borrows from the wit and wisdom of investment legend Warren Buffet. (Read more.) |
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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.
Protect Yourself From Wire Fraud
Wire fraud is one of the most frightening types of theft that can happen to you, if for no other reason than wire transfers are routinely transacted in the tens or even h...
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
Washington Policy Research
Dan Clifton, Head of Policy Research at Strategas, shares expertise on how politics and policy relate to markets.
Read MoreBaird Digest
A financial and investment planning magazine featuring the insights of Baird’s experts in retirement, tax planning, investment management and mo...
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 MoreGlobal 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.
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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...
