Laurel M. Lee - Baird Private Wealth Management

04/08/2026

Whether it’s a talking head on TV or a friend on Facebook, you should be wary when someone jumps to conclusions on the market based on a single data point. Here’s why.

One data point out of context doesn’t tell you the full story.

04/07/2026

Key tax planning figures to keep in mind for 2026 reflect inflation adjustments and Congress’ recent tax bill. This guide breaks down important changes so you can plan ahead.

Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.

04/02/2026

Though markets continue to track historical presidential‑cycle patterns, investor confidence is being tested by this week's S&P 500 shift from inflation concerns to recession fear and rising policy uncertainty.

Investor confidence is being tested even as market behavior continues to track historical presidential‑cycle patterns.

11/12/2025

Already maxed out your 401(k)? If you're looking for more retirement savings strategies to take advantage of before year-end, check out this article to explore these pros and cons of Traditional and Roth IRAs, Health Savings Accounts, and brokerage investment accounts:

Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.

10/01/2025

Women control $10 trillion in financial assets. That figure is expected to rise to $30 trillion by 2030.

09/27/2025

Cabbage Patch Settlement House’s Champion’s Event fundraiser dinner was so fabulous! Thanks to for the delicious meal at , and thank you so much to Clarice, Retto, Suzanne, Tyson, Brendan and Meredith for being our guests for the evening! What a fun way to support such a worthy and amazing organization that does do much for Louisville families!! ❤️

09/13/2025

Celebrating Annabel’s big 21!! Can’t believe it! 😳💕

09/05/2025

Don't miss this great article from 2021, now that schools are back in session! Extracurricular activities can teach kids responsibility and leadership – if they don’t break the bank first. Here’s a reminder on keeping costs in perspective and cutting down on expenses.

Make sure your budget is in line with your – and your child’s – expectations and level of interest.

09/03/2025

If a large amount of wealth has suddenly come your way, there are new and important decisions to make. Use these tips to help make sure your newfound money stays protected.

With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

09/02/2025

Every year, our analysts take the temperature of the U.S. Labor Market before Labor Day weekend. In this update, Ross Mayfield describes the good, the bad, and the stubbornly uncertain in the U.S. labor market today.

Ross checks in with wages vs. inflation, job-hugging, and which industries gained jobs in the last year.