Welcome from Mike Schroeder

Watch the Welcome Video

Welcome to the first edition of Digest, Baird’s reimagined and revitalized Private Wealth Management client publication.

Bull and Baird Micheal Antinelli

Bull & Baird

Read about the new Baird blog that brightens trading days.

Baird Satisfaction Survey Results Chart

Reasons to Believe

Baird’s client satisfaction survey results confirm our commitment.

The Advantage of Youth

The Advantage of Youth

Why market volatility is less scary when time is on your side.

Did You know?

Did You know?

Baird is a trusted financial partner to communities and schools across the United States.

Take Our Survey

Take Our Survey

Let us know how you like our new look, our content and what you’d like to see us do in the future.

Bull or Bear

Is It A bull? Is It a Bear?

Secular shifts between bull and bear markets can be very difficult to identify in real time. Doing so requires an accurate assessment of realities and uncertainties, most of which don’t become clear or quantifiable until after the fact. That’s why, in looking at the current and near-term market environment, we focus on what we know.

Calendar Icon Planning Calendar

April 1

  • Deadline for withdrawing 2013 required minimum distribution for those who turned age 70 ½ during 2013.

April 15

  • Deadline for filing 2013 income tax returns without an extension.
  • Deadline to make a 2013 contribution to an IRA or Roth IRA, or to a Coverdell Education Savings Account.
  • First-quarter 2014 estimated tax payments are due.

Early May

  • With your income tax return still fresh in your mind, talk with your Financial Advisor on how to structure your portfolio in a more tax-efficient manner.

May 29

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

May 31

  • Deadline for IRA trustees to issue Form 5498, reporting contributions and rollovers to IRAs for 2013. Watch for these forms to arrive in the mail around this date.

June 16

  • Second-quarter 2014 estimated tax payments are due.

July 1

  • At the midpoint of the year, prepare a projection of your 2014 tax liability to ensure you’re on pace to avoid any tax underpayment penalties.