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Top Baird Insights

Our team is connected with leading experts in all areas of wealth management, including investment, retirement, tax, and estate planning. Below are some helpful resources for guiding your financial journey. Specific topics highlights can be found within the Financial Education navigation tab.

You've Made Your Career Move - Now What?

You've Made Your Career Move - Now What?

With a little planning, you can avoid leaving money on the table as you switch jobs.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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U.S. Deficit Peaked in 2024; Set to Decrease in 2025

U.S. Deficit Peaked in 2024; Set to Decrease in 2025

The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.
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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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Five for Friday – July 10, 2026

Five for Friday – July 10, 2026

Ross looks at market momentum, crude oil movement, jobs, and how we spend our time.
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