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Letter From Mike
There's a very real connection between our culture, our associates and our clients.
Demystifying Uncertainty
If you knew with absolute certainty what the future held, investing would be a walk in the park – very often it's uncertainty, the not knowing, that causes fear, second-guessing and poor decision-making. Yet for all the anxiety it can cause, market or policy uncertainty can also be a boon for investors, helping to spur economic growth, protect against overconfidence and reveal new opportunities.
Planning Calendar
May 17
- Baird Wealth Strategies: Interviewing Skills Workshop
June 15
- Second-quarter estimated income tax payments are due.
June 21
- Baird Wealth Strategies: Planning for Long Term Care
June 30
- The Free Application for Federal Student Aid (FAFSA) must be submitted by midnight CST for the 2016–17 school year. Individual state applications may be due before the federal deadline and do not replace filling out the FAFSA.
July 19
- Baird Wealth Strategies: Interaction with Baird Technology
July 31
- This is the last day employers with calendar-year retirement plans can file Form 5500.
August 16
- Baird Wealth Strategies: Financial Literacy for Young Adults
September 15
- Third-quarter estimated income tax payments are due.
Baird Wealth Strategies is our free wealth management education series providing with real-time advice and insights from industry experts on timely wealth management topics. To learn more or to register for an upcoming event, visit rwbaird.com/wealthstrategies.
11 Basic Estate Planning Mistakes
The simplest of planning mistakes can cause your heirs a lifetime of resentment and heartache.
5 Retirement Game-Changers
These unforeseen life events can upset even the most carefully planned retirement.
Teaching Your Kids About Money
The latest in our Women's Wealth series tackles teaching children to be smart with their finances.
