Laurel M. Lee - Baird Private Wealth Management

06/11/2026

Mike and Ross focus on PREPARATION in this timely episode of All That Matters: What bear markets look like, what brings them on, and most importantly, what you can do TODAY to stay on track when markets turn.

The next bear market is inevitable – will you be prepared?

06/03/2026

New position open at The Cabbage Patch Settlement House; We recently said "Good-bye" to two of our favorite Patch staff members who moved home to New York. While one role has been filled, our Volunteer Coordinator position is still open!

Please share with qualified individuals who might be interested!

The Cabbage Patch is hiring! We are looking for a Community Engagement Coordinator who can connect people to our mission of serving children and families in Louisville. Click here for the full job posting: https://lnkd.in/eJ6sTbCP.

05/22/2026

There's something special about getting out of the office and giving back together. Last week was a powerful reminder of what it means to be a part of Baird.

For Baird Gives Back Week, we had the privilege of supporting two amazing local organizations:

📍 The Center for Accessible Living – We helped organize their new space—creating a more welcoming and functional environment for the people they serve.

📍 The Cabbage Patch Settlement House - Our team spent the day weeding and mulching the front yards so the first impression for kids and families is one of care and pride.

Grateful to work alongside teammates who care deeply about giving back. 💪

# CabbagePatch

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.