Resources & Insights
All That Matters: 250 Years of American Optimism
In this episode of All That Matters, Mike and Ross celebrate America’s 250th birthday and reflect on moments of American resilience, the power of innovation and the enduring optimism that continues to shape the country’s future.
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 2019, 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.