News & Insights

Baird Wealth Strategies are live education and insights webinars on timely wealth management topics.  They are aimed at helping you better understand what wealth management solutions are available to you. 

Click the link below:

The recording of the webinar will be made available approximately one week following the presentation if you cannot attend live!

Would you like to know more?

Please contact Steph, Kathy or Brooke at your convenience. 

Financial Planning

Financial Document Checklist
Resources for Women Investors
FAQs About Federal Financial Aid
Education Savings Options Comparison
Financial Aid-Loans Grants Scholarships

Retirement Planning

Budgeting in Retirement
Understanding the Key Risks in Retirement
Social Security Planning Strategies
Social Security Administrations Website
Medicare Resources

Estate Planning

Financial Planning Needs by Life Stage 
2020 Tax Facts
2021 Tax Facts
Estate Planning Checklist
Loss of a Loved One Checklist 
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...