Resources & Insights
All That Matters: War and the Stock Market
When global tensions escalate and headlines feel unsettled, investors often wonder how – or if – they should react. In this episode, Mike and Ross explore how markets have historically reacted to conflict and what that perspective can mean for long term investors today.
Want a Second Opinion?
At Baird, second opinion meetings are meant to be a discovery process where we help you analyze your financial situation and identify any blind spots you may have.
Inheriting an IRA
Ever since the SECURE Act passed in 2020, there has been a certain amount of confusion over the effects it would have on taking distributions from an inherited IRA. The answer is finally here.
Insurance for Business Owners
From succession planning to retirement benefits, insurance can be used to protect your business and reward your employees in surprising ways.
Gone Phishing
The most common red flags that can help determine whether a message you received is an attempt to steal your personal information.
Cyber Self-Defense
Between online commerce and social media, we’re all spending more time on the internet these days. So are cybercriminals. Learn to protect yourself from their most common scams.