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Research, Whitepapers & Presentations


Outlook

Q3 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.


Whitepapers

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.


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)

 

Now Available - Brian Beaulieu’s Presentation on Current Economic Trends and Outlook

View Baird Family Wealth Group sponsored economist Brian Beaulieu’s September 7, 2016 video presentation on current economic trends and outlook:

Introduction

Part 1:

Part 2:

Presentation Slides




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