Highway that diverges into three paths surrounded by lush greenery.

2020 Market Outlook: Tacking Into The Wind

After ten years of enjoying the longest bull market in history, where do investors go from here? Based on what the current market is telling us, Baird investment strategists Bruce Bittles and William Delwiche think that what's worked in the past might underperform in the future.

Calendar Icon Planning Calendar


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


  • Baird issues the first wave of 1099s for accounts holding individual equities, bonds or mutual funds whose final tax information has been provided.


  • Baird issues the second wave of 1099s for accounts holding mutual funds, ETFs and REITs whose final tax information was provided after the previous update.


  • Baird issues the final wave of 1099s for the remaining accounts holding mutual funds, as well as for any accounts holding REMICs or WHFITs.


  • Deadline for those who turned 70½ in 2019 to take their required minimum distribution from their IRA.


  • 2019 tax returns are due – or, if needed, applications for an automatic six-month extension.
  • 2020 first-quarter estimate tax payments are due.
  • Final 2019 contributions to IRAs and Coverdell accounts are due.

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

Portrait of Mike Schroeder

Letter From Mike Schroeder

Reflecting on Baird's first 100 years.

Plant sprouting from pile of silver coins on a wooden table in a wheat field.

Make Socially Responsible Investing Work for You

Portfolio decisions that can do some good in the world.

Close-up of Asian-American individual's eye with circular overlay focusing on the pupil of eye.

Investing With Impact

Coming opportunities to invest in pioneering medical research.

Older African-American couple walking barefoot down beach.

A House Divided: Get Ready To Snowbird

Tips on setting up a home for the winter.

Caucausian couple, around mid-30s, looking over documents at their kitchen table.

Revisiting Your Financial Plan

Milestones that should trigger a second look at your existing financial plans.