News and perspective for Growing and Preserving your wealth

Fall 2022

The All‐New Baird Online App

Rebuilt from the ground up, the Baird Online app provides confidence and convenience in the palm of your hand.

With new features, a more intuitive design and additional security, you can see your financial plans in action and review your information from anywhere with complete peace of mind.

Security

End‐to‐end encryption
Biometric FaceID and fingerprint authentication

Convenience

The functionality of 360 Wealth and your Baird Online account
Technology to scan and upload documents directly from your phone or tablet

Insights

Easy access to the Baird research library as well as advice from Baird planning experts

Partnership

One‐tap communication with your Baird Financial Advisor

Get peace of mind at your fingertips – download the Baird Online app now.

Letter From Leadership

Baird's recent client survey provides insight into how our Financial Advisors can more efficiently and effectively work with you.

Midterm Preview: Strategas Economic Outlook

How will the midterm elections affect the markets and the economy? The macro experts at Strategas look at all the possibilities.

Stressed Man Calculating Expenses On Kitchen Counter

Your Personal Inflation Rate

How has inflation affected what you spend every month? Here's how to figure its impact on your own household.

Making Sense of the Empty Nest

As your children move out of your home and start their own adult lives, this checklist can help you make sure everything is in place to secure their financial future.

Trust 101

A look at the basic elements and estate planning strategies that can help you build a legacy for generations to come.

Doing Well by Doing Good

A Baird Capital portfolio company is exploring new ways to make space travel safer.

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Disclaimer Information

Baird does not provide tax or legal services. 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. All investments carry some level of risk, including loss of principal. Past performance is not a guarantee of future results.