How the millenial mindset is driving real estate investment.



For several years now, headlines have trumpeted the escalation in residential real estate prices. And with long-term interest rates still near all-time lows, interest in finding a way to benefit from this trend is percolating once again among individual investors.

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  • Owners of Traditional and Roth IRAs will receive Form 5498, documenting the value of the account and any contributions, rollovers, conversions or recharacterizations for 2014.

May 29

  • Celebrate 529 College Savings Day by reviewing your education savings plans.

June 15

  • Estimated second-quarter income tax payments are due by June 15 (if applicable).

June 30

  • The Free Application for Federal Student Aid (FAFSA) must be submitted by midnight Central time on June 30. Keep in mind that individual state applications may be due before the federal deadline and do not replace filling out the FAFSA.

July 1

  • Preparing a projection of your 2015 tax liability at the year's midpoint can help you avoid any underpayment penalties.

July 31

  • This is the last day employers can file Form 5500, an informational return providing the Department of Labor with compliance, research and disclosure information on retirement plans.

September 11

  • 401(k) Day is the first Friday after Labor Day! Celebrate by reviewing your retirement savings plans.

September 15

  • Estimated third-quarter income tax payments are due by September 15 (if applicable).
Ticking Clock

Saving Time?

Whether you’re resetting your clocks or your portfolio, it’s worth considering what really has changed.

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Room to Run?

Experts from Baird's Investment Strategy and Financial Planning teams offer market insight into the second half of 2015.

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Making Friends And Influencing People

See why Baird has been listed among the "Most Influential Brokerages in Social Media."

For Sale

Talking About Your Generation

Drew Babin, Baird's Senior Research Analyst in residential real estate, discusses the impact millennials are having on the real estate market.

No. 5 Among FORTUNE's 100 Best Companies to Work For in 2015

Putting The Best To Work For You

Steve Booth and Paul Purcell explain why being ranked No. 5 among FORTUNE's 100 Best Companies to Work For® is good for us and great for our clients.

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Did You Know?

Baird provides financial strategies and services specifically for corporate executives.