06/17/2024
Do you have a large expense coming up? You could sell stock from your portfolio – but what if you didn’t have to?
The Case for Liquidity The best way to maximize your outcomes is to maximize your choices.
Seasoned private wealth management team offering honest advice. Securities and investment advisory services are offered by Robert W. Baird & Co.
Incorporated (Baird), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit brokercheck.finra.org for states I am registered in. For additional disclosures, please visit https://www.rwbaird.com/about-baird/disclosures.aspx.
06/17/2024
Do you have a large expense coming up? You could sell stock from your portfolio – but what if you didn’t have to?
The Case for Liquidity The best way to maximize your outcomes is to maximize your choices.
06/14/2024
Strategas Head of Macro and Technical Strategy Chris Verrone talks through the interest rate environment, how it is impacting stock market leadership, what he is seeing out of China, and one big thing that he’ll be watching going forward.
Market Strategy Weekly - June 14, 2024 Strategas Head of Macro and Technical Strategy Chris Verrone talks through the interest rate environment, how it is impacting stock market leadership, what h...
06/14/2024
Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.
Financially Savvy at Six Figures Help your clients with these practical steps to make the most of their six-figure income.
06/12/2024
The average college senior graduates with credit card debt. How will your kids manage money?
Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
06/10/2024
When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
Impact Investing or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
06/07/2024
Mortgage lenders consider many personal factors when deciding whether you can afford a home.
How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
06/05/2024
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
Replacing Your Medicare Card Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
06/03/2024
Pay off debt or invest the money? Things to consider before you commit to either option.
Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.
05/31/2024
Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.
05/29/2024
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.