Baird’s wealth management experts frequently provide timely perspective on topics that can and often should impact your plans.
Wealth Management Insights
- September 2016 | Save Early, Save Smart
- August 2016 | Go the Distance: Financial Considerations for Each Stage of Retirement
- Read more of Baird's Insights: 2016 | 2015 | 2014
White Papers from Baird
Our Most Recent White Papers
- Talking to Your Parents About Their Finances
- Important Facts on Exchange-Traded Funds
- Active vs. Passive Money Management
- Aligning Social Objectives with Financial Goals
- The Lifecycle of Risk Management
Tax and Financial Planning
- Qualified Charitable Distributions
- Factors to Consider When Unwinding a Roth Conversion
- Ten Mistakes That Can Undermine Your Retirement Savings
Investment and Portfolio Management
- Do Fund Ratings Have Predictive Value?
- The Importance of Asset Allocation
- The Truth About Top-Performing Money Managers
- Changes to the 2017–2018 FAFSA
- Overview of Qualified Higher Educational Expenses
- Qualifying for Financial Aid
Read more from Baird’s thought leaders in our white paper archive.