The Godfrey Mazurek Group, Baird Private Wealth Management

01/01/2026

The holidays are a time for warmth and connection with you and your loved ones. However, sometimes the conversation turns to money. Here are some things to consider.

12/25/2025

Baird's lead market strategist, Mike Antonelli, gives us his list of songs that reflect the financial industry in 2025.

What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.

12/23/2025

With the holidays rapidly approaching, now could be a good time to start the conversation about your family’s wealth. Here’s what you need to know.

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

12/18/2025

Giving appreciated securities to charity can help both you and your favorite nonprofits. Here are the rules to keep in mind.

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

12/16/2025

What strategies for taking RMDs fit into your plan? Here are six questions and answers regarding the details of RMDs and how you can get more out of your assets to help fund your retirement.

RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.

12/11/2025

When you’re planning out your charitable donations, the easiest thing to do is write a check. But that might not be the most efficient way to give.

Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.

12/09/2025

Perhaps more than any other year, 2025 feels especially important when it comes to financial decision making. Tim Steffen, Director of Advanced Planning, highlights key strategies and considerations that may help you start the upcoming year strong.

Tim Steffen highlights key strategies and considerations for year-end.

12/04/2025

“When is Social Security going to run out?” In a new seven-minute video, Tim Steffen, Baird Director of Advanced Planning a breaks down what you need to know about the future of Social Security, including: potential solutions to sustain the program and best practices for maximizing benefits.

Tim Steffen breaks down what you need to know about the future of Social Security – and how to plan confidently for what’s ahead.

12/02/2025

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

11/27/2025

The Baird Difference in serving the comprehensive needs of our business owner clients was on full display last week in Louisville during a capstone training session. I was one of 20 advisors that participated in a 4 month immersive training program that brought together all areas of Baird that work with private business owners. A common thread of each advisor is a focus in their practice on private business owners and this training provided us all an opportunity to share best practices with their with each other and the business units in Baird that support them in that mission.

11/25/2025

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

11/20/2025

Market volatility is part of the investing process. More than 7 times a year investors should expect pullbacks of 3 percent and, at least once a year (since 1928), investors should be prepared for a 10 percent correction. When viewed from a historical perspective, recent market activity isn't as abnormal as one might think.