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Death, Taxes and... Demographics
Benjamin Franklin is credited with saying, "In this world, nothing can be certain, except death and taxes." But savvy long-term investors know they can add demographics to the list. https://www.rwbaird.com/johntaft/2022/03/death-taxes-and-demographics/
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This Is It
The Most Important Lesson for Future Leaders of Finance https://www.rwbaird.com/johntaft/2020/04/this-is-it/
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Getting it Right
SEC's New Rule Protects Investors While Preserving Choice https://www.rwbaird.com/johntaft/2019/06/getting-it-right/
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Small Business Capital Lifelines are Fraying
During a time of unprecedented societal disruption, providers for capital of small- and minority-owned businesses are at risk https://www.rwbaird.com/johntaft/2020/09/small-business-capital-lifelines-are-fraying/
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Markets & the Economy: To Cut or Not to Cut…
Even with geopolitical risks on the rise, tech leadership shows that risk-on behavior might still be in control here as markets notch new records. https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/07/markets-the-economy-to-cut-or-not-to-cut/
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Markets & the Economy: Cause for Concern?
The S&P 500’s rebound rally showed, yet below the surface the market is emphatically executing an ‘early cycle’ playbook to position for a peppier economy and looser Fed. https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/12/markets-the-economy-cause-for-concern/
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Markets & the Economy: The Road Ahead…
Midsummer has set in, and the trauma of the springtime sell off faded. Tariffs? Same threats, new deadline. Fed? Rate cut in sight… Will markets soon go looking for something to fret about again? https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/07/markets-the-economy-the-road-ahead/
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Markets & the Economy: 2nd Half Playbook
Markets are telling us not to worry with a steep drop in volatility. Should we listen? https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/07/markets-the-economy-2nd-half-playbook/
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Markets & the Economy: Are Investors too Confident?
Wall Street’s start to 2026 has been like the scripted first drive in a football game, the offense in rhythm with a balanced attack to take an early lead. https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2026/01/markets-the-economy-are-investors-too-confident/
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Are We Really Facing a "Purgatory" of Low Returns?
Are We Really Facing a "Purgatory" of Low Returns? https://www.rwbaird.com/johntaft/2022/01/are-we-really-facing-a-purgatory-of-low-returns/
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