The Hoffman Group - Baird Private Wealth Management

04/25/2023

While we are not a bank, Baird views cash as an important element of our clients’ complete financial picture. Baird’s independence and client focus enable us to provide enhanced safety and highly competitive yield compared to a typical commercial bank.

Understand where your money is and ensure it’s there for you when you need it.

04/21/2023

In our debut episode of All That Matters, Mike Antonelli and Ross Mayfield characterize the first quarter of 2023, address client questions about de-dollarization and discuss what they like and don’t like about the market right now.

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

04/20/2023

Are bonds still worth holding on to? Baird Trust’s Director of Fixed Income and Market Strategist for Private Wealth Management discuss the underappreciated role of bonds in a down market.

Bonds’ Undervalued Benefits

02/16/2023

These simple steps can help you reduce the headaches, make things easier on your CPA – and maybe even save some money on your taxes.

How to make your life – and your CPA’s life – go a little bit smoother as you prepare your returns during the coming tax season

02/13/2023

Baird's Private Wealth Management Market Strategist Michael Antonelli talks about what may be one of the biggest impediments to your financial success in the latest Bull & Baird blog.
Read more here: bit.ly/3kw5fdE

02/06/2023

The SECURE 2.0 Act of 2022 addresses many retirement planning topics, including changes to your RMDs, increases to contribution limits, and new exceptions to the early withdrawal penalty.

Changes to Your Retirement Plan