In a world that's constantly changing, it helps to have a financial partner you can count on.
When it comes to making long-term investment decisions, you're often better served by setting aside speculation and guesswork and focusing on what's real. In their 2017 market outlook, Baird Investment Strategists Bruce Bittles and Willie Delwiche apply their weight-of-the-evidence approach to the markets and broader U.S. economy and find reasons to be optimistic in the new year.
- Baird Wealth Strategies Topic: Hoodlums to Hackers – How Criminals Get Our Information and What We Can Do to Stop Them
- The first wave of 1099s will be issued by Baird for those accounts holding individual equities, bonds or mutual funds whose final tax information has been provided.
- Baird Wealth Strategies Topic: Estate Planning for Digital Assets
- The second wave of 1099s will be issued by Baird for accounts holding mutual funds, ETFs and REITs whose final tax information was provided after the previous update.
- The final wave of 1099s will be issued by Baird for the remaining accounts holding mutual funds, as well as for any accounts holding REMICs or WHMTs.
- Baird Wealth Strategies Topic: Understanding Social Security and Strategies to Maximize Your Benefits
- Deadline for those who turned 70½ during 2016 to take their required minimum distribution from their retirement plans. Future distributions must be taken by December 31 of the year for which they apply.
- With April 15 being a Saturday and Washington, D.C., recognizing Emancipation Day on April 17, tax returns are due on April 18. You may also file an application for an automatic six-month extension.
- First-quarter federal estimated tax payments are due.
- Contributions to IRAs, Roth IRAs and Coverdell Education Savings Accounts for 2016 are due.
Comparing their diversified portfolio returns to those of the top-performing asset class can leave some investors underwhelmed.
Baird's Director of Financial Planning Tim Steffen offers three tips on easing the stress of tax preparation.
Whether it's your own long term care needs or those of your loved ones, it's smart to start thinking about expectations.
The first installment of our Women's Wealth series discusses how to open a dialogue with your parents about their financial future.
Baird's financial thought leaders share their guidance and expertise with more than 8,000 followers on social media.