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How To Talk With Your Family About Wealth

How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.
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All That Matters: Things That Surprise Us

All That Matters: Things That Surprise Us

Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.
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A Bigger Payday for Retirees

A Bigger Payday for Retirees

In 2023, retirees will see the largest jump in their cost-of-living increases in more than 40 years.
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5 Employment Benefits You Might Be Overlooking

5 Employment Benefits You Might Be Overlooking

While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.
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Giving Love - and Money - to the Grandkids

Giving Love - and Money - to the Grandkids

Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.
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Managing Your Medicare Premiums

Managing Your Medicare Premiums

How to stay in front of your Medicare costs – even if they change on you.
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Keep Your Private Information Private

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.
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"Are We Going to Be Okay?"

"Are We Going to Be Okay?"

Mike Antonelli and John Taft discuss one of Baird’s key priorities – providing financial contentment in their clients’ lives.
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A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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All That Matters: The Lay of the Land

All That Matters: The Lay of the Land

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.
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Protecting and Growing Your Cash

Protecting and Growing Your Cash

Safety. Simplicity. Yield. These are the three pillars that form Baird’s Cash Sweep Program.
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Mental Money Mistake: Being Too Afraid of Risk

Mental Money Mistake: Being Too Afraid of Risk

Most investors know how important it is to avoid taking on more risk than they can afford. But did you know that it’s possible to be overly risk-averse? 

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Making the Most of Your Charitable Donations

Making the Most of Your Charitable Donations

When you're planning out your charitable donations, the easiest thing to do is write a check. But that might not be the most efficient way to give.

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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Diversification: The "Free Lunch" of Portfolio Building

Diversification: The "Free Lunch" of Portfolio Building

While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.
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A Run on the Bank

A Run on the Bank

This explains what the government has done in the wake of the collapse of SVB, Silvergate, and Signature Bank.

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Bull & Baird: Anxiety

Bull & Baird: Anxiety

How should you be thinking about what you're seeing in the news?
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A Financial Checklist for Post-Graduates

A Financial Checklist for Post-Graduates

If you are just starting out on your first job in your first apartment – or if someone you love is in that position - this simple checklist can help you build a solid financial future.
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Bull and Baird

Bull and Baird

Read the latest blog from Baird's Market Strategist, Michael Antonelli. 

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Teaching Kids to Be Fiscally Fit

Teaching Kids to Be Fiscally Fit

At every stage of your family’s lifetime, there are money lessons to be learned
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SECURE Act 2.0: What It Means for Your Retirement

SECURE Act 2.0: What It Means for Your Retirement

The newly passed bill offers changes to RMDs, new Roth rules and other tactics to take advantage of.
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6 Ways to Inflation-Proof Your Retirement Plan

6 Ways to Inflation-Proof Your Retirement Plan

Strategies to help make sure you have the retirement you deserve, even if inflation is here to stay.
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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Helping Your Children Prepare for an Inheritance

Helping Your Children Prepare for an Inheritance

Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.
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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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Washington Policy Themes for 2023

Washington Policy Themes for 2023

The Strategas Washington Research team kicks off 2023 by discussing some key themes to watch in the year ahead.
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Keeping Your Legacy Secure

Keeping Your Legacy Secure

Simple strategies to protect your assets from creditors and lawsuits
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