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Research, Whitepapers & Presentations


Q1 2014 Outlook
Review of key factors driving the markets and economy, and the impact on current and future investment strategies.

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 Rising
Tax 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.
 

News/Talk 1130 WISN Interview (11/28/2012)
The Baird Family Wealth Group’s own Chris Didier, along with Brian Beaulieu of the Institute for Trend Research (ITR), were featured in an interview on News/Talk 1130 WISN.

Click here to listen to the playback.


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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