Baird Financial Advisor - Milwaukee, WI
Mark Zalewski
Private Wealth Management
Vice President
mzalewski@rwbaird.com
Phone   (414) 298-2441  
Toll Free   (800) 792-2473  
Fax   (414) 765-3633  
Robert W. Baird & Co.
777 E Wisconsin Ave  
Milwaukee, WI 53202  
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Listen for my "News About Your Money" business reports on AM620-WTMJ- Mondays at 6:55am & 7:55am, Thursdays at 7:55am and Fridays at 5:55pm.  Listen to my latest report online.

Wealth Management Insights:

Is your retirement plan really on track to your long-term goals?

Are you thinking strategically enough about the year ahead?

Social Security benefits will be flat in 2010. Should you reconsider your financial plans?

Year-end is fast approaching. Is your investment portfolio ready for tax-season?

For higher-income investors, a new opportunity to convert retirement savings to a Roth IRA is right around the corner. Is this the right move for you?

Despite recent rallies, you shouldn't count on sustained market performance to get your investment portfolio back on track.

Post the recent market downturn, how can you put your college savings plans back on track?

Life insurance premiums are rising.  Is now the time to re-assess your policy?

As the markets recover, rebalancing and dollar cost averaging can help get your portfolio back on track.

Eligibility restrictions for Roth IRA Conversions are changing in 2010. Should you convert?

Improving Your Portfolio's Tax-Efficiency

Baird Investment Digest

Market Insights:

Despite reporting losses in profits, many compainies' stocks have risen.  Do the markets know something you don't?

Market Commentary

2010 Economic and Stock Market Outlook

Market Notes

Recommended Portfolio

Baird's Position of Strength:

Our Strong Position Reflects Client Focus, Long-Term View

 


Click here to recieve your Baird client statements online.

 


 
 
I am licensed to offer securities in the following states: AZ, CA, CO, FL, GA, HI, IA, IL, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, SC, VA, WA, WI.

Market Snapshot & Tools  
 

Baird 2009 Annual Report
Highlights Our Accomplishments

Baird ranked NO. 11 among FORTUNE's 2010 "100 Best Companies to Work For®" — a message from Paul Purcell, Baird Chairman, President & CEO.

What are the keys to the
economic recovery?
Watch our award-winning
analysts give their perspectives.


Baird Investment Digest
Spring 2010

2010 Market Outlook and Economic Insight Video

Is a Roth IRA Conversion Right For You? Hear What Our Experts Say
©2000 - 2010 Robert W. Baird & Co. Incorporated.
This site is intended for residents of the state of WI, if you are not a resident of WI, please use our firm locator to find an office in the state which you reside.
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member FINRA and SIPC.