News & Insights
4 Myths When Managing Sudden Wealth
Sudden wealth can be a blessing - or a curse, if not managed thoughtfully.
The SECURE Act’s Impact on Your Estate Planning
Certain tactics for tax and estate strategies have been curtailed, and people who had been considering these tactics will now have to look elsewhere. That makes thi...
How Does Equity Compensation Fit Into Your Financial Plan?
The Best Time to Plan Is When Stock Options, Restricted Stock or Other Benefits Are Granted to You – Not 10 Years Down the Road.
What the New Stimulus Bill Means for You
The Biden administration’s $1.9 trillion recovery plan offers several expanded tax credits and other relief measures. Here’s how you can take advantage of...
Proposed Tax Changes from the Biden White House
From increasing rates to expanding credits, the Biden administration has proposed many tax changes that might affect you. Here’s what you need to know.
The End of the “Grandparent Rule” – Plus Other Education Funding Strategies for Grandparents
Looking to help your grandkids with their education? Here are some tips.
Financial Insights from Baird
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...