The Geenen Group - Baird Private Wealth Management

04/28/2023

04/21/2023

Even in a down market, you can still have the retirement you’ve been dreaming of – you just need to be proactive.

01/09/2023

PWM Market Strategist Michael Antonelli asks the question "now what" as we enter 2023. https://bit.ly/3in8jIv

12/30/2022

As your family and your legacy expand, a governance plan can help keep your vision, values and mission on track.

Creating a Governance Plan

12/29/2022

Consolidating your accounts in one place isn’t just more convenient -it can help you more efficiently manage your assets. Here’s how.

Convenience and Efficiency

12/27/2022

Strategas Washington Research Analyst Courtney Rosenberger breaks down the big spending bill just released by Congress on December 20. She hits on key inclusions (defense spending, retirement legislation) and exclusions (child tax credit, debt ceiling).

Strategas Washington Research Analyst Courtney Rosenberger breaks down the big spending bill just released by Congress on December 20. She hits on both key i...

12/18/2022

“Is now a good time to sell my business?” A recent panel Baird’s Business Owner Solutions group outlined important considerations for business owners as they explore selling their businesses.

A panel of experts discuss the ingredients of a successful transition of a privately held business.

12/16/2022

In this issue of our Wealth Management Mailbag, our wealth experts discuss what they learned in 2022 and what would need to happen for a bull market to emerge in 2023.

2023 Outlook and Lessons from 2022

12/14/2022

Baird Vice Chair John Taft sat down recently with InvestmentNews Senior Reporter Mark Schoeff to offer his perspective on remarks SEC Chairman Gary Gensler delivered at SIFMA’s Annual Meeting.

Baird Vice Chair sat down with InvestmentNews to discuss the remarks Gary Gensler delivered at SIFMA's Annual Meeting.

12/12/2022

The IRS's new inflation adjustments for personal income tax, retirement contributions, and estate plans could have a big impact on your tax strategies for 2023. Here's what you need to know.

Inside the New IRS Numbers

12/12/2022

Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, and why U.S. productivity has been so down in recent quarters.

Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, ...

12/02/2022

Recording Available: Baird Wealth Strategies - Year-End Tax Planning

This presentation summarizes the 2022 changes to tax law, and looks ahead to legislation that could be enacted after the midterm elections in November. It a...