Baird’s wealth management experts frequently provide timely perspective on topics that can and often should impact your plans.
Wealth Management Insights
- December 2016 | ‘Tis the Season: Year-End Tax and Financial Planning
- November 2016 | When Should You Enroll in Medicare?
- October 2016 | Making It Count
- Read more of Baird's Insights: 2016 | 2015 | 2014
White Papers from Baird
Our Most Recent White Papers
- The Hidden Cost of Holding a Concentrated Position
- The Case for Active Management in Non-U.S. Markets
- Talking to Your Parents About Their Finances
- Important Facts on Exchange-Traded Funds
- 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
- 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.