Baird

09/02/2026

If you’re in the process of saving for your children’s education, here’s a brief guide to financial aid, loan forgiveness and tax credits to help you along the way.

A Guide for Parents

09/02/2026

09/02/2026

In his latest blog post, John Taft examines how SEC Chair Paul Atkins is reshaping the agency's approach to regulation and public markets.

Refocusing the mission

09/01/2026

Certain kinds of insurance plans can be a valuable strategy to enhance your executive or key employee benefits and ensure the longevity of your business.

Types of insurance to consider

09/01/2026

We are excited to announce that David Bains has joined Baird in our Sacramento, CA wealth management office. https://dbains.bairdwealth.com

08/31/2026

In a recent Barron's article, Duane McAllister and Lyle Fitterer, Portfolio Managers of Baird’s municipal bond funds, shared their views on “structural opportunities” in the market, and explained how security selection from an experienced team can uncover opportunities that an index-based approach may miss. https://bit.ly/4cn7I2d

Learn more about the Baird Funds including performance and other information: https://bit.ly/3L7oojN

08/31/2026

Employee ownership helps Baird combine multiple qualities advisors rarely find in the same firm: entrepreneurial freedom, small-firm culture and big-firm resources. Here, John Taft describes how advisors can build their business their way – but with the support to take it further. To learn more about how Baird helps advisors maintain their independence while gaining the resources and support to grow, visit https://bit.ly/4gmGFW8.

08/28/2026

We all want what’s best for our kids, but you want them to learn the value of money too.

Are you giving too much?

08/28/2026

Congratulations to Carson Bertagnole of UNC Mens Golf, the July Ben Hogan Award Golfer of the Month!

Following an outstanding freshman season that earned Carson ACC Freshman of the Year honors and Third-Team All-America recognition, he carried that momentum into the summer, highlighted by a record-tying 61 at the Northeast Amateur and a course-record 61 at the Southern Amateur. He went on to finish tied for third in both events, further cementing his place among collegiate golf's emerging stars.

The dedication and commitment required to achieve success at this level are among the qualities celebrated by the Ben Hogan Award and valued at Baird.

Congratulations, Carson! https://bit.ly/4u4uwtw

08/27/2026

Planning for the future is crucial for every business. Check out this article on the importance of business succession plans and discover five ways you can sell or transfer ownership of your business. https://bit.ly/4fRUxXW

Creating Your Succession Plan