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The Flexibility in 529 Plans
Recent changes have given parents even more options in how they save for college.
Letter From Leadership
Award‐Winning Global Expertise, Delivered to You
Wherever you get your news, you are likely inundated with the latest headlines about the market, economy, and policy – it may feel overwhelming to try and separate the news from the noise. It's one of the many reasons we are grateful for our partners at Strategas, a Baird company, who provide award‐winning global macroeconomic research and U.S. government policy insights.
Strategas joined Baird in 2019 and has long been a trusted expert on Wall Street. Whether from their regular interviews on national news outlets, their commentary within each Digest issue, or their research delivered directly to our advisors, they cut through the noise and provide insights that are highly valuable to our clients over the short and long term.
You can see their expertise in action on one of the hottest topics – the debt ceiling debate – and the political and economic implications of this standoff in Showdown Over the Debt Ceiling. And to help make sense of the crisis, Vice Chairman John Taft offers perspectives on how it should inform your plan in Riding Out the Debt Ceiling Crisis.
These are just two of the many resources we offer to our advisors – and to you, our clients. We hope you find them thought‐provoking and useful.
Mike Schroeder
Chairman
Private Wealth Management
Erik Dahlberg
President
Private Wealth Management
Access weekly commentary from Strategas and our planning team through the Baird Online Mobile app. Download the Baird Online app now.
Riding Out the Debt Ceiling Crisis
John Taft on what investors need to know about the debt ceiling crisis.
Showdown Over the Debt Ceiling
With another debt ceiling standoff looming this summer, the macro experts at Strategas look at the likely economic effects.
A House Divided
Thinking of buying a vacation home with family members? Follow these simple guidelines to keep the headaches at a minimum.
Talking with Family About Wealth
It's one of the most difficult – but most important – conversations you can ever have. Here's how to get it started.
A Brave New World
The U.S. economy is evolving – and investors need to pivot along with it. A look at what recent economic trends mean for your financial plans.
