The Schindler Appleford Group
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ADDRESS: 1001 Bay Street, Traverse City, MI 49684
News & Insights
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.
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...
The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
A Budget You Can Live With
A budget can be the first step toward achieving your financial goals. But it doesn’t work if it’s not realistic. Here are some steps to help get your finances...
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...
How Much Life Insurance Do You Need?
The primary purpose of life insurance is to cover the financial needs of loved ones after you’re gone. How much is enough for your family? This guide from Baird can...
The COVID-19 Recession
The COVID-19 recession is different from recessions in the past. Here's why it matters.
Financial Insights from Baird
Investment Strategy Outlook
An update on how evolving economic and market conditions are reflected in Baird’s investment strategy.
Read More2020 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 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...
