Baird

Consolidating your accounts in one place isn’t just more convenient, it can help you more efficiently manage your assets. Here’s how.

Consolidating Your Accounts A Look Into the Many Benefits

Your tax return serves as a snapshot of your financial decisions. Here are five year-round tax planning strategies that could help you keep more of what you earn.

Year-Round Tax Planning Strategies Help Reduce Your Tax Bill

The third quarter was defined by sharp market rotations and changing leadership trends. In an environment where growth lagged value, our focus remained unchanged: owning advantaged businesses with long-term growth potential. Learn how we're positioning portfolios for what comes next in our quarterly commentary and outlook. Read the entire letter: https://bit.ly/3VUmYhC

From associate stories to future opportunities, our Talent Community helps you stay in touch with life at Baird. Register here: https://bit.ly/48i3a93

Before you take the steps for a Roth conversion, it’s important to ask yourself three key questions. Tim Steffen, Director of Advanced Planning at Baird, breaks down how to evaluate whether a Roth conversion is really in your best interest.

The Three Tests of a Roth Conversion Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

Leaving the workforce is only part of the retirement journey. Discover five ways to navigate the years between retirement and your traditional income sources.

Building a Runway to Retirement Retiring before Social Security or Medicare? Learn strategies to manage income, taxes and healthcare during the gap years.

Your estate plan is a durable document, but it needs to be updated when you go through major life changes – a new home, retirement, an addition to the family.

Time to Revise Your Estate Plan? Watch for Major Life Events

Relationships across Baird can help connect clients and organizations with the right expertise.

For Selby Gardens - Marie Selby Botanical Gardens, a connection through Baird’s Private Wealth Management business helped establish a relationship with Public Finance that has continued as the Gardens advances its long-term plans.

Most recently, Baird’s Public Finance team served as sole managing underwriter on a financing supporting the next phase of the Gardens’ Downtown Sarasota Campus Master Plan, including a new hurricane-resilient conservatory and expanded educational space.

It’s a great example of how relationships across Baird can bring together different areas of expertise to support the organizations and communities we serve.

Learn more about the project and financing: https://bit.ly/4AB6Fq1