Michael G. Moore, CFP - Baird Private Wealth Management

03/01/2023

For many high school students, attending college right after graduation is a foregone conclusion. But should it be? Here's how to make the right decision for you.

Make Smart Financial Decisions

02/25/2023

Even if you know they’re coming, layoffs can be tough to bounce back from. Use this checklist to make the best of a bad situation.

A Checklist for After a Layoff

02/22/2023

Here are five ways to avoid or minimize account-depleting retirement withdrawals in a down market.

Withdrawing money from your retirement account is no fun when markets are acting badly. The biggest downer? Selling assets at depressed prices.

02/17/2023

Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent uptick in both economic and inflation data, the implications of an inverted yield curve, and how Strategas is positioning within its fixed income portfolios.

Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent uptick in both economic and inflation data, the implications of an inverted y...

02/17/2023

Is a recession on the horizon? Here are 5 tips on how to get ready if the economy turns for the worse.

5 steps you can take today

02/14/2023

Strategas Investment Strategist Ryan Grabinski joins us for his 30,000 foot view of the market. Ryan first discusses the Market Gauge, including a recent downgrade and categories on watch, before getting into the strong start to the year for stocks.

Strategas Investment Strategist Ryan Grabinski joins us for his 30,000 foot view of the market. Ryan first discusses the Market Gauge, including a recent dow...

02/08/2023

These simple steps can help you reduce the headaches, make things easier on your CPA – and maybe even save some money on your taxes.

How to make your life – and your CPA’s life – go a little bit smoother as you prepare your returns during the coming tax season

02/02/2023

Tim Steffen, Baird's Director of Tax Planning, was recently quoted in this Barron's article discussing maximizing your wealth over the next decade.

With markets expected to produce lower returns in coming years, it’s crucial that you optimize the tax efficiency of your portfolio and spend wisely.

01/27/2023

Baird's Private Wealth Management Market Strategist Michael Antonelli talks about what may be one of the biggest impediments to your financial success in the latest Bull & Baird blog.
Read more here: bit.ly/3kw5fdE

01/20/2023

The SECURE Act 2.0 passed over the holidays, with the latest iteration of the retirement bill introducing big changes, including the RMD age increasing from 72 to 73 and an increase in catch-up contributions. Stay tuned for more details.

12/17/2022

We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Grabinski, Strategas investment strategist.

We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Gra...

12/12/2022

Life's twists and turns don't stop just because you're retired. A little planning could give you the financial flexibility you need to take on whatever comes your way. https://bit.ly/3HuA63Z