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Market Insights

Market Insights

The latest market and planning insights from Baird’s financial specialists.

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What Is My Current Cash Flow?

What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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About Baird

About Baird

In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.

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Wealth Strategies Webinar

Wealth Strategies Webinar

Register for our monthly series to learn about timely topics from the professionals. 

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Get to Know the Team

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Brian Westlund

Senior Vice President

425-274-4210

bwestlund@rwbaird.com

Brian is committed to helping his clients attain their financial objectives and goals. He accomplishes this by building portfolios that are consistent with the client's comfort level and investment needs. He prides himself on providing...

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Patrice Rue

Vice President | Office Administrative Manager

425-274-4208

prue@rwbaird.com

Patrice joined Baird in 2014 when McAdams Wright Ragen merged with Baird. Patrice has over 35 years of experience in the financial services industry. As a Registered Client Specialist for most of her career, she has gained valuable...

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Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Eric joined Robert W. Baird & Co. in 2021 as a Tax Specialist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan...
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2024 Market, Policy & Planning Outlook

2024 Market, Policy & Planning Outlook

What does 2024 have in store – and how should you plan for it?

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