2019 Wealth Management Outlooks
Firm,Private Wealth Management
Market, Economic and Financial Planning Perspective from Baird’s Experts
Will the volatility that rocked the stock market in 2018 continue in the new year? Could interest rate increases and global trade concerns derail economic growth? Should you be thinking differently about your financial plans?
In the videos below, Baird’s experts share their perspectives on the current environment as well as the trends and issues they’re watching.
Investment Strategist Willie Delwiche, CMT, CFA discusses volatility, interest rates and other factors that could impact your investments in the New Year.
Director of Advanced Planning Tim Steffen, CPA/PFS, CFP®, CPWA® talks about tax policy and potential planning opportunities that could arise in 2019.
To discuss the implications for your investment portfolio and wealth management plans, contact your Baird Financial Advisor.