Michael Marcotte - Baird Private Wealth Management

06/04/2026

AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.

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AI may not be new, but the stories we’re suddenly telling about it are shaping the moment.

06/02/2026

Baird Senior Analyst David George joins Bloomberg Open Interest to break down why net interest income fears are overblown, whey trading gains won't last and the one macro risk investors should actually watch.

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JP Morgan’s earnings look strong, but the real story is beneath the surface says Baird Senior Research Analyst David George. He joined Bloomberg Open Interest to break down why net interest income fears are overblown, why trading gains won’t last, and the one macro risk investors should actually...

05/28/2026

So they've graduated and you find yourself in the enviable position of having left over 529 money. Or maybe your freshman found that higher education isn't for them. Now what do you do with those 529 funds.

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What to do with a 529 education savings plan when there’s no college left to spend it on.

05/26/2026

How do I know when it's time to refinance my mortgage? We provide three key factors to consider.

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Consider These Three Factors

05/21/2026

The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?

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In a world focused on the short-term, patience is key. When many around you panic, Mike encourages you to stick to your game.

05/19/2026

For many new college graduates it's time to step into their first job and adulthood. From credit cards to a HIPAA waiver, here’s how to get your son or daughter started on the right foot as an adult – while keeping some control for yourself as a parent.

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Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

05/14/2026

Starting in July, families can contribute to Trump Accounts – a new tax-advantaged savings tool for kids. Here’s what we know about them so far.

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Trump Accounts, a new investment vehicle for minors, are launching this July. Here’s what we know so far.

05/12/2026

It wasn't all fun and TOYS as my family joined me for Baird Gives Back week. These three amazingly giving girls, along with the entire group, worked tirelessly wrapping more than 150 gifts for Bottomless Toy Chest. This non profit organization delivers toys to regional hospitals, lifting the spirits of young cancer patients while they are undergoing treatment. Couldn't be prouder of Baird and my family.

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05/05/2026

Making Baird a truly great workplace for our associates is an essential element of our unique culture. That’s why we’re honored to be recognized for the 23rd consecutive year among the Fortune 100 Best Companies to Work For®. This recognition helps us consistently attract exceptional people and lets us be selective, hiring only those who share our cultural commitment to clients and each other.

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https://www.rwbaird.com/newsroom/news/2026/03/baird-celebrates-23-consecutive-years-among-the-fortune-100-best-companies-to-work-for/?utm_source=fmg&utm_medium=social&utm_campaign=fortune

04/30/2026

We've all heard the investment advice of always have 3 months of expenses in the bank. While that's a great idea, more than that is questionable. Baird's Investment Strategist Ross Mayfield explains why cash feels comfortable but is not a wealth-building tool.

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Ross explains why cash feels comfortable but is not a wealth-building tool.