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Putting Meaning Behind Your Money

When it comes to investing, one of the most fundamental pieces of advice you'll hear is to check your emotions at the door – by remaining dispassionate and detached, you'll be less likely to make an investment decision that "feels right" but is financially unsound. But while there may not be room for emotions in investing, in the larger world of wealth management, emotions can and should dictate the course and the destination of your financial journey.

Calendar Icon Planning Calendar

May

  • Owners of traditional and Roth IRAs will receive Form 5498, documenting the value of the account and any contributions, rollovers, conversions or recharacterizations for 2015.

June 15

  • Estimated second-quarter income tax payments are due.

June 30

  • The Free Application for Federal Student Aid (FAFSA) must be submitted by midnight CST. 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 2016 tax liability at the year's midpoint can help you avoid any underpayment penalties.

August 1

  • Last day employers with calendar-year retirement plans can file Form 5500.

September 15

  • Estimated third-quarter income tax payments are due.
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Green Shoots

After a long, cold winter for the markets, investors welcomed signs of growth in the spring.

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A COMPLICATED RELATIONSHIP

Baird's Investment Strategy team looks at the stock market's on-again, off-again relationship with the U.S. economy.

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Talking About Your Generation

Each stage of life has its own financial perils. This is the second in a three-part series that explores the risks Gen Xers may face at the peak of their careers.

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The Rise of Socially Responsible Investing

Why putting your money where your values are may be good for your portfolio as well as your conscience.

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Did You Know?

For the 13th consecutive year, Baird was ranked among Fortune's 100 Best Companies to Work For®.