2018 Wealth Management Outlook

In the video below, Baird’s Chief Investment Strategist, Bruce Bittles, and Director of Advanced Planning, Tim Steffen, discuss the market trends, economic variables and financial planning topics that they believe will be important to watch as the year unfolds.

To discuss the implications of these insights for your portfolio and plans, contact your Baird Financial Advisor.

Not a Baird client? Find a Financial Advisor.

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Tim Steffen, CPA, CFP®, CPWA®
Director of Advanced Planning
Baird Wealth Solutions Group
Twitter@TimSteffenCPA

Willie Delwiche, CMT, CFA 
Investment Strategist
Twitter@WillieDelwiche