News & Insights
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.
Potential Tax Benefits of Charitable Giving
The 2017 Tax Cuts & Jobs Act (TCJA) will likely simplify filing for many taxpayers – but if you’ve traditionally deducted charitable gifts, you may have a...
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...
The 2020 Surge in Retail Trading
Baird’s Mike Antonelli and John Taft discuss what it means when individual stock traders take things into their own hands.
Financial Insights from Baird
Global Asset Allocation
Strategas explains why it remains overweight to cash and equities (and underweight fixed income) vs. its benchmarks.
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A financial and investment planning magazine featuring the insights of Baird’s experts in retirement, tax planning, investment management and mo...
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