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Letter From Leadership
In putting together your financial plans, Baird's Advisors rely on the expertise of Strategas, one of the world's leading macro research firms.
Talking With Family About Wealth
Conversations about money are all too frequently considered taboo among family members. Here's how to get started on one of the most important conversations you can have.
Planning Calendar
April's Wealth Strategies webinar: Baird Online Mobile App
May
- IRA owners who made a 2022 IRA contribution early in 2023 will be issued an updated Form 5498.
May 29
- Celebrate 529 College Savings Day by reviewing your education savings plans.
May's Wealth Strategies webinar: Retirement Planning
June 15
- Second‐quarter federal estimated income tax payments for 2023 are due.
June 30
- The Free Application for Federal Student Aid (FAFSA) for the 2022–2023 academic year must be submitted by midnight CT.
June's Wealth Strategies webinar: Social Security
July 1
- Preparing a projection of your 2023 tax liability at the year's midpoint can help you avoid underpayment penalties.
The Flexibility in 529 Plans
Recent changes have given parents even more options in how they save for college.
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.
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.
