From Our Team

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Here's a list of our monthly newsletters:

January 2021 - 7 Financial Resolutions for Your Loved Ones in 2021

December 2020 - 8 Tax Facts and Tips to Save You Money


Mid-November 2020 - 6 Financial Planning Steps You Can Implement Today


November 2020 - Election 2020 - A Nail Biter


October 2020 - A September Pothole


September 2020 - Investing in an Election Year


August 2020 - Wading Through Murky Waters

July 2020 - A Bounce in Economic Activity and COVID-19 Cases

June 2020 - An Approaching Dawn

May 2020 - Whatever it Takes

Mid-April 2020 - Looking Beyond the Abyss

April 2020 - Treacherous Times and Hope for the Future

March 2020 - The Coronavirus

February 2020 - The Secure Act, Big Changes Affecting Our Retirement Savings

January 2020 - What Moved Markets in 2019


December 2019 - A Deeper Dive into 2020 Tax Planning
 

November 2019 - A 10-Point Checklist for Year-End Planning 

October 2019 - Six Social Security Traps to Avoid

September 2019 - The Bond Market Turns Upside Down

August 2019 - Dodge the 9 Top Elder Frauds

BAIRD HIGHLIGHTS