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

"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...