Chart of stock market investment trading
Bookmark and Share

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's Signature

Mike Schroeder
Private Wealth Management

Erik Dahlberg's Signature

Erik Dahlberg
Private Wealth Management

Access weekly commentary from Strategas and our planning team through the Baird Online Mobile app. Download the Baird Online app now.

Google Play Store logo Apple app store logo
Piggy bank laying down with stacks of quarters

The Flexibility in 529 Plans

Recent changes have given parents even more options in how they save for college.

Wooden roller coaster track with blue sky in the background

Riding Out the Debt Ceiling Crisis

John Taft on what investors need to know about the debt ceiling crisis.

Black and white knight chess pieces on chess board

Showdown Over the Debt Ceiling

With another debt ceiling standoff looming this summer, the macro experts at Strategas look at the likely economic effects.

Two Empty Chairs Facing Magnificent Sunset View at Beach

A House Divided

Thinking of buying a vacation home with family members? Follow these simple guidelines to keep the headaches at a minimum.

Smiling multi-generational female family members sitting on sofa

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.

Pushpin showing the location of a destination point on a map

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.

Photo of Baird Associates tending to green space

Doing Well by Doing Good

Baird associates were exceptionally generous in 2022.