Letter from Mike
Introducing our new President of Private Wealth Management.
Retirement Planning for Women
Women live longer than men, yet tend to have less saved for their retirement. This new guide from Baird discusses the latest research as well strategies for dealing with this and other gender‐based disparities.
Planning Calendar
January 1 – March 31
General enrollment period for Medicare for those who missed their initial enrollment period.
January's Wealth Strategies webinar: Investor Psychology and Behavioral Finance
February 15
Baird issues the first wave of 1099s for accounts holding individual equities, bonds or mutual funds whose final tax information has been provided. See Baird's Tax Information Center for details.
February's Wealth Strategies webinar: Technology Update
March 1
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. See Baird's Tax Information Center for details.
March 31
Baird issues the final wave of 1099s for remaining accounts holding mutual funds, as well as for any accounts holding REMICs or WHMTs. See Baird's Tax Information Center for details.
March's Wealth Strategies webinar: Equity Compensation
April 18
2021 tax returns and 2022 first‐quarter federal estimated tax payments are due.
April's Wealth Strategies webinar: IRA Tax Planning Under the SECURE Act
The Future of Energy Policy
The administration has put forth proposals that could affect the energy sector for decades to come.
A Holistic Approach to Wealth Management
New tools like Baird's 360 Wealth help you ensure that all the pieces of your financial life are working in concert with each other.
The Biggest Questions in Financial Planning
A new series of videos from Baird answers critical questions on estate planning, insurance, retirement, and many more.
Doing Well by Doing Good
Baird Global Investment Banking is always looking for ways to make your life more enjoyable.