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Putting WHealth Planning Into Action
Financial planning without health planning is only half the equation. John Taft explains in his latest post in his WHealth blog series. https://www.rwbaird.com/johntaft/2025/07/putting-whealth-planning-into-action/
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Cui Bono From Financial Regulation?
In 125 BC, Roman politician and prosecutor Lucius Cassius introduced the legal principle of cui bono, which roughly translates to "who benefits?" It intends to cut through distractions and irrelevant details of a case to focus on motive – especially financial motive. https://www.rwbaird.com/johntaft/2023/12/cui-bono-from-financial-regulation/
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Should Politicians Decide How People's Assets Are Invested?
In the hyper-politicized battle over ESG (Environmental, Social and Governance) investing, asset management firms are being demonized for sponsoring socially responsible, values based, ESG and impact investment strategies. https://www.rwbaird.com/johntaft/2022/09/should-politicians-decide-how-peoples-assets-are-invested/
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Character and Culture: The Legacy of Paul Purcell
John Taft reflects on the legacy of longtime Chairman and former CEO of Baird Paul Purcell https://www.rwbaird.com/johntaft/2020/03/character-and-culture-the-legacy-of-paul-purcell/
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Government Policy: The Lever that Moves Financial Markets
Today, when it comes to individual stocks, sectors or markets overall, the lever is public policy. Regulatory policy. Fiscal policy. Tax policy. Monetary policy. https://www.rwbaird.com/johntaft/2020/02/government-policy-the-lever-that-moves-financial-markets/
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The Brave New World of “Bio Bonds”
The Potential to Make an Impact https://www.rwbaird.com/johntaft/2019/05/the-brave-new-world-of-bio-bonds/
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Direct Indexing: The Next Big Thing?
Are custom index solutions the next big thing? https://www.rwbaird.com/johntaft/2023/08/direct-indexing-the-next-big-thing/
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This Time Is Different
What a difference a crisis makes: This time, the financial system is working. https://www.rwbaird.com/johntaft/2020/04/this-time-is-different/
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The Three-Body Problem: Optimizing Longevity, Healthspan and Financial Resources
John Taft explores how we can navigate the three major and interconnected unknowns of aging. https://www.rwbaird.com/johntaft/2025/05/the-three-body-problem-optimizing-longevity-healthspan-and-financial-resources/
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Managed Futures: An Underappreciated Diversifier
To quote The Economist: “Building a portfolio that looks diversified has become a cinch. Building one that is actually diversified … has become much harder.” https://www.rwbaird.com/johntaft/2025/02/managed-futures-an-underappreciated-diversifier/
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