Weathervane on Roof: The case for Cautious Optimism

THE CASE FOR CAUTIOUS OPTIMISM

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.

Calendar Icon Planning Calendar

JANUARY 18

FEBRUARY 15

MARCH 1

  • 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.

MARCH 15

APRIL 1

  • 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.

APRIL 18

  • 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.

APRIL 19

Couple with Finanical Advisor

Letter From Mike

In a world that's constantly changing, it helps to have a financial partner you can count on.

Reviewing financials with coffee and tablet

Does Diversification Still Work?

Comparing their diversified portfolio returns to those of the top-performing asset class can leave some investors underwhelmed.

Tax Forms

Make Tax Season Less Taxing

Baird's Director of Financial Planning Tim Steffen offers three tips on easing the stress of tax preparation.

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Talking About Your Generation

Whether it's your own long term care needs or those of your loved ones, it's smart to start thinking about expectations.

Mature mother and daughter discussing finances.

Talking With Aging Parents About Their Finances

The first installment of our Women's Wealth series discusses how to open a dialogue with your parents about their financial future.

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Did You Know?

Baird's financial thought leaders share their guidance and expertise with more than 8,000 followers on social media.