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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.

Five for Friday – May 8, 2026

Five for Friday – May 8, 2026

Corporate profits and the job market are doing better than gloomy headlines suggest (but long-term bond yields may be a risk)
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Retirement Planning – at Your First Job

Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Social Security Changes Are Unlikely

Social Security Changes Are Unlikely

Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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