The Davies Adams Group - Baird Private Wealth Management

09/07/2026

We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepreneur, or retired, here's to making the most of this holiday!

Have a wonderful !

09/03/2026

Recent legislation has expanded what 529 funds can cover, which could be helpful as you decide which education savings vehicle to use for your child. Check out our updated article to learn more.

Five vehicles that can help you make the most of saving for college.

09/01/2026

Trump Accounts offer a new way to save for a child's long-term financial future. Here's how they work.

08/31/2026

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.

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

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 ...

08/27/2026

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

08/25/2026

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.

Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

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

Your estate plan is a durable document, but it needs to be updated when you go through major life changes – a new home, retirement, an addition to the family.

Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.

08/19/2026

What are annuities and how do they work? Learn how they can support retirement income and manage longevity risk – plus the costs and limits to consider.

While issued by insurers, annuities work differently from traditional life insurance and many retirement savings tools.