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Letter from Mike Schroeder
PWM President Mike Schroeder on the significance of Baird's 100th anniversary.
The Past Is Prelude
As Baird celebrates a century of successful financial partnerships, we know it's not the number of years that matters.
It's the tradition of excellence that started in 1919 with Robert W. Baird and his guiding principle: Clients come first. And it's the understanding that everything we've accomplished since then has been because of those clients.
We invite you to look back with us on some of the significant milestones from our history. And, as we begin the next leg of our journey with you, we hope you know that the value of our experiences and achievements along the way will always be measured in terms of what we do for clients like you.
To view our interactive historical timeline and access other great information about Baird's history – click here.
2019 Market Outlook
Baird's Investment Strategy Team makes the case for caution and patience in the New Year.
2019 Planning Perspective
Baird's Director of Advanced Planning considers how a divided Congress could affect your financial plans.
Be a Good Partner to Your CPA
Advice for keeping the tax return preparation process simple and cost-effective.
What Women Need to Know About Social Security
Tips for women looking to maximize their Social Security benefits.
Wealth Management in Real Life
A new Digest feature that helps readers tackle their most pressing wealth management concerns.
A Smarter Way to Give
With donor-advised funds, you can respond to a natural disaster in a way that fits your broader financial plans.
Don't Put Off Your Estate Plan!
No matter the size of your family or bank account, the conversation about estate planning needs to be had.