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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.