Find out more about these investment professionals on FINRA'S BrokerCheck >

News & Insights

Keeping You Informed

Because successful partnerships are built on communication.

The GB Group believes firmly that keeping you informed – not only about your investments but also the broader economic environment – is a critical component of providing the best financial advice and service.

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.

Investment Management

Look Beyond the Headlines: The Coronavirus

What is the coronavirus, and how will it impact your portfolio?

Investment Management

Building Portfolios for Volatile Times

If the market’s sudden moves have you thinking about getting out, here are some investment strategies to reassure you. Most important: Keep your focus on the long t...

Financial Insights from Baird

Market Notes

Baird’s review of macro and market developments over the past week, plus a look at the week ahead.

Macro Update

Baird’s comments and a closer look at the at the macro factors influencing the investing environment.

Investment Strategy Outlook

An update on how evolving economic and market conditions are reflected in Baird’s investment strategy.

2020 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...

PWM Quarterly Market Update

Baird’s Asset Manager Research team provides a review and outlook on last quarter’s Equity and Fixed Income Markets.

Baird Digest

A financial and investment planning magazine featuring the insights of Baird’s experts in retirement, tax planning, investment management and mo...

Michael Antonelli

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...