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Randy Stary, CFP®


PHONE: 920-433-7300

TOLL-FREE: 800-711-6134

FAX: 920-437-0456

ADDRESS:  440 S Washington,  Green Bay,  WI  54301

Market Perspective _ Happy Holidays.jpg 

It took me 10 years and four hours to create this video.  Hopefully you have 3 1/2 minutes available to watch it.



Year-End Financial and Tax Planning Ideas
Although the passing of the Tax Cuts and Jobs Act at the end of 2017 brought with it many changes to the tax law, that doesn’t mean taxpayers need to rethink their year-end plans. For this year, many of the tried and true year-end financial planning strategies still make sense.

Tim Steffen, Baird’s Director of Advanced Planning, recently spoke with in a video interview, focused on some of the important decisions investors face at year-end.


The Other Talk

The video to the left provides an encouraging message to give the gift of conversation and planning.

Assisting Aging Parents With Financial Matters



  • Bull & Baird
    • Read Baird’s first blog; trader, Mike Antonelli, brightens days with unique market insights.

Financial Insights from Baird

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