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Research, Whitepapers & Presentations

Q2 2016 Outlook
Review of key factors driving the markets and economy, and the impact on current and future investment strategies.

Our Perspectives Over Time
Excerpts from past quarterly commentaries in the context of actual market movements illustrate our insight into evolving dynamics.
Asset Allocation and the Business Owner
A research paper describing the importance of incorporating the business into an asset allocation strategy for business owners.

Investment Strategy Considerations in a RisingTax Environment
A research paper outlining crucial tax considerations that high-net-worth clients should consider in a rising tax environment that we will likely face in the years ahead.

Hedge Funds: A Look Back and a Look Ahead
Hedge Funds can be a misunderstood investment vehicle for many high-net-worth clients. This paper discusses the history of Hedge Funds and their future, including the important role they can play in a client's portfolio.

Does Passion Have a Place in Wealth Management?
What’s your passion? Fine art? Coins? Wine? Antiques? Cars? This paper highlights our research on how to effectively integrate collectibles into your asset allocation and overall wealth management strategy.

Move Over, 5%, and Let Mission Drive
A research paper describing the importance of aligning mission, spending policies and investment strategies for donors to a private foundation.

Now Available

Baird Family Wealth Group clients now have complimentary access to Magnolia Purchasing Advisors, the premier purchasing service for luxury goods and services.

Contact your BFWG Advisor or
click here to learn more.

Chris Didier Presents at the 29th Annual Nonprofit Organizations Conference

A discussion of the social, financial and economic realities of living longer in a fast-changing world.

Download Presentation Slides (PDF)


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©2016 Robert W. Baird & Co. Incorporated.

Robert W. Baird & Co. does not provide tax or legal advice. You are advised to seek advice from legal and tax counsel to determine the applicability of this information to your income tax, estate, and financial planning decisions. ©2013 Robert W. Baird & Co. Incorporated. Member SIPC. Securities offered through Robert W. Baird & Co.

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