News & Insights
Planning Updates
Ok, so $100,000 by age 25 isn't attainable for everyone . But if you are taking charge of your finances for the first time and don't know where to start, we are here to help!Getting to financial stability these days is nothing like it was 50 years ago... we no longer sit down and balance the checkbook (which used to force people to acknowledge their spending and account balances).
Most people are likely to be seeing smaller tax returns this year. Yet some individuals still stand to receive bigger checks than they did last year. Here's who is most likely to get a bigger tax refund this year .
Behavior and Finance
Are we in a Headline Driven Market ?When Beyonce was calling for "all the single ladies" I don't think she was talking about retirement .
"Simpler solutions are likely to be more correct than complex ones." This also applies to your finances. Read more in this blog post, by Baird's John Taft.
In the News
The Coronavirus Aid, Relief, and Economic Security (CARES) Act has a large impact on planning for 2020, read the details about the bill here."That proves to me that the US economy remains strong." - Patrick Spencer, vice chair of equities at Baird, discusses the US economy with CNBC.
The Disney-Fox Merger: What's the trickle-down effect for consumers?
How Girl Scouts captured the heart of America. It's not just about the cookies...
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...
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.
Read More
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...
