Video: Baird’s Tim Steffen Talks Year-End Financial Planning To Do's with Morningstar

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Financial Planning, discusses year-end financial planning to do’s and what investors should have on their radar as the 2016 tax year winds down with Christine Benz, Director of Financial Planning for Morningstar.com. He encourages people looking at their portfolios in the fourth quarter to consider life changes that might impact their tax situation and stresses the importance of multiyear planning.  

For more information, watch the video on Morningstar.com.