News & Insights

Tax Strategies for 2020
An in-depth look at the strategies taxpayers can take advantage of for the 2020 tax year.

The Dangers of Portfolio Tinkering
“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

Financial Planning Opportunities in a COVID-19 World
Think about how much the world has changed since the end of 2019: An extreme market downturn stemming from a health crisis, a price war between two foreign oil supe...

What To Expect From a Biden Presidency
A Biden presidency could change how taxpayers approach tax planning.

Clients Ask: How Should I Handle Early Retirement?
The COVID-19 pandemic has pushed many people into retirement earlier than they expected. Here's how to handle the key decisions.

Saving for College: A Brief Guide for Parents
Key questions that can help you get started on providing for your kids’ education.
Financial Insights from Baird
Global Asset Allocation
Strategas explains why it remains overweight to cash and equities (and underweight fixed income) vs. its benchmarks.
Read MoreMarket Strategy Weekly (Written)
All the key points of the weekly video by Strategas in one easy-to-digest page.
Read MoreBaird Digest
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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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...