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How to Organize Your Financial Life
Baird's network of female Financial Advisors offers advice on how to put your personal finances in order.
Letter From Mike Schroeder
For wealth management to be meaningful, it has to sync with your life and your vision of the future.
That's why we're continually investing in the technology and the people that help you turn that vision into a reality.
In July, we rolled out 360 Wealth, a free Baird Online tool that allows you to see your entire financial picture in one place – no more multiple browser screens or undecipherable scribbles in notepads. Guided by 360 Wealth's big-picture perspective, you and your Baird Financial Advisor are able to make better-informed decisions about your future.
We're also excited to unveil Finance for the Greater Good, a new blog from Baird Vice Chairman John Taft. A 35-year industry veteran and former chairman of the Securities Industry and Financial Markets Association (SIFMA), John has long emphasized the positive role finance can play when done responsibly. We are excited to have John further spread our message of using wealth as a force for good.
Wealth management ultimately is a people business. With financial leaders who understand the importance of integrity and keeping clients' interests first, Baird will continue to find ways to keep improving for you.
Mike Schroeder
President
Private Wealth Management
Baird has been helping families and businesses make smart decisions about their future since 1919.
Be sure to watch for a special 100th anniversary edition of Digest in January!
Introducing 360 Wealth
This complementary feature of Baird Online gives you a complete, real-time snapshot of your finances.
The New Definition of Retirement Includes… Working?
People who find purpose and meaning in their career may want to pursue working in retirement – on their terms.
Setting Retirement Spending Goals
Start planning for retirement by evaluating your current spending habits.
Don't Let the Vote Rock You
The effects of an unpredictable midterm can frequently be seen in a volatile stock market.
Take Advantage of Employer Benefits
This fall, be sure to pay attention to your employer benefit package.
