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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.

In the Markets Now: Selloff Summary for June 5, 2026

In the Markets Now: Selloff Summary for June 5, 2026

Equity markets fell on Friday, June 5 as the prospect of higher rates met AI anxiety and sent investors into profit-taking.
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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Talking With Aging Parents About Their Finances

Talking With Aging Parents About Their Finances

How you can make conversations with your parents about their finances easier and more productive.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
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Strategies for Estimated Tax Payments

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS
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