News and perspective for Growing and Preserving your wealth

Winter 2018

2018 Wealth Management Outlook

Wealth management is about more than investing, which is why this year's outlook combines the perspectives of Investment Strategist Willie Delwiche and Director of Advanced Planning Tim Steffen to highlight the market trends and financial planning topics that will be important in 2018.

Planning Calendar

JANUARY 1 – MARCH 31

General enrollment period for Medicare for those who missed their initial enrollment period.

JANUARY 16

Fourth-quarter federal estimated tax payments for 2017 are due.

FEBRUARY 15

The first wave of 1099s will be issued by Baird for accounts holding individual equities, bonds or mutual funds whose final tax information has been provided.

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

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.

APRIL 1

Deadline for those who turned 70½ during 2017 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. (This is a Sunday, so be sure to plan ahead.)

APRIL 17

With April 15 being a Sunday and Washington, D.C., recognizing Emancipation Day on April 16, tax returns are due on April 17. 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 2017 are due.

For the latest information about your tax statements and important deadlines, visit rwbaird.com/taxes.

Letter From Mike Schroeder

How Baird is investing in ways to serve clients even better.

Ready for (Re)Launch?

Advice for women or others preparing to re-enter the workforce.

Smart Debt Management for Millennials

Our Talking About Your Generation series explains the potential benefits of using debt wisely.

Tax Relief After a Natural Disaster

Unique benefits that can help those impacted by 2017's hurricanes or other disasters.

CONNECT WITH US:

Disclaimer Information

Baird does not provide tax or legal services. The S&P 500 index is an unmanaged market capitalization-weighted index of 500 common stocks widely regarded to be representative of the U.S. market in general. Returns include reinvestment of dividends. The Dow Jones Industrial Average is a price-weighted average of 30 high-quality stocks selected for total market value and broad public ownership. A price-weighted benchmark results in the stocks with the highest prices contributing the most to the performance of the benchmark. The returns of this index do not include the reinvestment of dividend income. The NASDAQ index represents over 4,500 stocks traded over the counter. It represents many small company stocks but is heavily influenced by about 100 of the largest NASDAQ stocks. The index is value-weighted and does not include income. Indices are unmanaged and are not available for direct investment.

This is not a complete analysis of every material fact regarding any company, industry or security. The opinions expressed here reflect our judgment at this date and are subject to change. Information in Digest has been obtained from sources we consider to be reliable, but we cannot guarantee its accuracy.

Past performance is not a guarantee of future results.

© Robert W. Baird & Co. Incorporated. 777 East Wisconsin Avenue, Milwaukee, WI 53202. 800-79-BAIRD. rwbaird.com. Member New York Stock Exchange Inc. and other principal exchanges. Member SIPC. MC-140970.