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Insights

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

Wealth Strategies Webinar Series

Wealth Strategies Webinar Series

The Baird Wealth Strategies Client Educational Series is a monthly webinar designed to provide live education and insights on timely wealth management topics. The recording of the webinar will be made available approximately one week following the presentation for clients who can't attend live. 

Market Strategy Weekly

Market Strategy Weekly

Strategas – a Baird company – provides market strategy and perspective tailored to what is happening in the world today and how it can impact portfolios and plans. Exclusive to Baird, these premier market, macroeconomic, and government policy insights complement the planning and investment strategy work that we do as your Financial Advisor.

Baird Digest

Baird Digest

Digest offers timely market and economic commentary from Strategas as well as invaluable planning perspectives from Baird’s in-house experts.

9 Everyday Life Insurance Mistakes

9 Everyday Life Insurance Mistakes

Life insurance can be a critical part of comprehensive wealth management plan – if you consider it thoughtfully.
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