The Sheridan Group - Baird Private Wealth Management

09/07/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

09/04/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

09/02/2026

In this month’s episode of All That Matters, Ross and Mike tackle all things recession: Is one imminent? How should you prepare? And, what’s going on with regional banks?

Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month.

08/31/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

08/28/2026

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent rise in bond yields – what the key drivers are, how the Federal Reserve and Treasury Department are impacted, and what to expect from here.

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...

08/28/2026

Estate planning looks different without traditional heirs. Learn how to plan for incapacity, choose trusted decision-makers and create a meaningful legacy that reflects your values and priorities.

What real-life planning situations require when traditional heirs aren’t part of the picture.

08/26/2026

In an increasingly online world, it’s essential to stay vigilant of the common types of scams – and to know how to protect yourself from them.

We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

08/24/2026

Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so far.

08/21/2026

Washington Research Analyst Jeannette Lowe talks through the recent backup in bond yields and the Treasury’s response before getting into the political ramifications of the data center buildout in a midterm election year.

Washington Research Analyst Jeannette Lowe talks through the recent...

08/21/2026

Considering a vacation home? 5 questions to determine if you’re ready.