2026 Market, Policy, and Planning Outlook

What does 2026 have in store, and how should you plan for it?  Tax & Estate Planning (Part 2 of 2)

While every year presents new opportunities and challenges, 2026 presents a host of changes that have significant implications for planning.  Tim Steffen, Director of Advanced Planning, and Heather Osborn, Director of Wealth Planning, return for part two of Baird’s 2026 Outlook series to share the most notable changes as well as the annual steps to take to make the most of the year ahead.

For insights regarding the market and policy outlook for 2026, see part one of our 2026 Outlook series.

January 7, 2026

2026 Market, Policy, and Planning Outlook

What does 2026 have in store, and how should you plan for it?  Market & Policy Outlook (Part 1 of 2)

In the first part of Baird’s 2026 Outlook Series, Nicholas Bohnsack, President and Head of Portfolio Strategy at Strategas, a Baird company, talks through the firm’s outlook for 2026, highlighting emerging opportunities and signs of strength amid shifting market dynamics.  

For insights regarding the tax and estate planning for 2026, see part two of our 2026 Outlook series.

December 11, 2025

2025 Market, Policy, and Planning Outlook

What does 2025 have in store, and how should you plan for it?  (Part 2 - Planning)

In part two of this series, Tim Steffen and Heather Osborn from Baird’s Wealth Planning Department highlight new planning strategies for the year to come.

January 24, 2025

2025 Market, Policy, and Planning Outlook

What does 2025 have in store, and how should you plan for it?  (Part 1 - Market and Policy)

Every year comes with opportunities to make the most of your wealth plan, and 2025 is no exception. Our macroeconomic and wealth planning experts outline the key planning moves to consider for the year to come.

In the first installment of our 2025 Outlook series, Nicholas Bohnsack from Strategas, a Baird Company, shares insights on the markets and economy, including the potential impacts of proposed immigration and tariff policies. 

January 23, 2025

Dayton's Exceptional People Deliver for Baird

Baird's CEO Steve Booth, sat down with Ryan Hawk from The Learning Leader Show to talk about the Baird difference in Dayton, Ohio.

October 9, 2020