News & Insights
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...
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.
"Are We Going to Be Okay?"
Bull and Baird blog author Mike Antonelli and John Taft, author of the blog Finance for the Greater Good, discuss the most important question they get from Baird clients.
Reg BI – A Win for All Involved
Reg BI raises the bar for investor protection while preserving individuals’ ability to choose who they work with, the products that best suit them, and how to pa...
Financial Planning Opportunities in a COVID-19 World
Think about how much the world has changed since the end of 2019: An extreme market downturn stemming from a health crisis, a price war between two foreign oil supe...
The COVID-19 Stimulus Bill: How It Affects You
In addition to direct payments, some other planning moves you can take advantage of.
Financial Insights from Baird
2020 Market and Wealth Management Outlook
Kathy Carey, CFA®, Baird’s Director of Investment Research and Advanced Planning, shares Baird’s 2020 outlook and the steps...
Read MoreMarket Notes
Baird’s review of macro and market developments over the past week, plus a look at the week ahead.
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 MoreMacro Update
Baird’s comments and a closer look at the at the macro factors influencing the investing environment.
Read MoreInvestment Strategy Outlook
An update on how evolving economic and market conditions are reflected in Baird’s investment strategy.
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...
