The Griffin Earnest Stevenson Group - Baird Private Wealth Management

The Griffin Earnest Stevenson Group - Baird Private Wealth Management Discover a partner that helps you achieve the things you want for yourself and the people you care about most.

Save today, help secure your tomorrows. Here are four tips on how you can successfully start saving for retirement – eve...
05/26/2026

Save today, help secure your tomorrows. Here are four tips on how you can successfully start saving for retirement – even at your first job.

If you start now, imagine the nest egg you could have decades into the future.

Life asks for the same thing long-term investing does: perspective.
05/22/2026

Life asks for the same thing long-term investing does: perspective.

On a credit building journey? Don’t fall for these myths. Here’s what really matters when it comes to your credit score.
05/18/2026

On a credit building journey? Don’t fall for these myths. Here’s what really matters when it comes to your credit score.

When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.

Starting in July, families can contribute to Trump Accounts – a new tax-advantaged savings tool for kids. Here’s what we...
05/09/2026

Starting in July, families can contribute to Trump Accounts – a new tax-advantaged savings tool for kids. Here’s what we know about them so far.

Trump Accounts, a new investment vehicle for minors, are launching this July. Here’s what we know so far.

Even when interest rates start falling, there’s a lot more to consider before you refinance your mortgage. Check out the...
04/27/2026

Even when interest rates start falling, there’s a lot more to consider before you refinance your mortgage. Check out these three other vital factors before making any decisions.

Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.

With a donor-advised fund, charitable giving can both fulfill your philanthropic goals and be a strategic part of your w...
04/20/2026

With a donor-advised fund, charitable giving can both fulfill your philanthropic goals and be a strategic part of your wealth plan.

Here’s how you can support the causes you care about while strengthening your own tax and estate plans.

Your tax return serves as a snapshot of your financial decisions. Here are five year-round tax planning strategies that ...
04/06/2026

Your tax return serves as a snapshot of your financial decisions. Here are five year-round tax planning strategies that could help you keep more of what you earn.

How year-round tax planning decisions can impact your return come tax season.

The Griffin Earnest Stevenson Group is proud to celebrate this achievement with Laurie and the recognition it represents...
04/01/2026

The Griffin Earnest Stevenson Group is proud to celebrate this achievement with Laurie and the recognition it represents at Baird. Laurie's hard work and dedication to her clients are truly remarkable, please join us in congratulating her.

Perhaps more than any other year, 2025 feels especially important when it comes to financial decision making. Tim Steffe...
11/24/2025

Perhaps more than any other year, 2025 feels especially important when it comes to financial decision making. Tim Steffen, Director of Advanced Planning, highlights key strategies and considerations that may help you start the upcoming year strong

Tim Steffen highlights key strategies and considerations for year-end.

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