News & Insights
Our Commitment to Education - Professional Designations:
Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner
Why You Should Choose a Certified Private Wealth Advisor™
Investment Consulting Resources:
How Your Mind Plays Tricks on You – Lessons from Behavioral Finance
The Importance of Asset Allocation – How Baird Approaches Portfolio Design
Retirement Planning Resources:
Information about IRA Rollovers
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...
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...
Clients Ask: How Should I Handle Early Retirement?
The COVID-19 pandemic has pushed many people into retirement earlier than they expected. Here's how to handle the key decisions.
Seeing the Big Picture
To meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.
Proposed Tax Changes from the Biden White House
From increasing rates to expanding credits, the Biden administration has proposed many tax changes that might affect you. Here’s what you need to know.
The End of the “Grandparent Rule” – Plus Other Education Funding Strategies for Grandparents
Looking to help your grandkids with their education? Here are some tips.
Financial Insights from Baird
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...