Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Perspectives on Technology

Perspectives on Technology

How does Baird’s technology provide clients with peace of mind on their financial plan?

Parental Loans and Paying for College

Parental Loans and Paying for College

Advice for parents before they agree to take on college debt for their children.

Forecast

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Family Governance: A Key to Maintaining Your Legacy

As your family expands, a governance plan can help keep your vision, values and mission on track.

Building Your Legacy

A four-step framework for building a personal legacy.

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Gone Phishing

7 red flags that an email you received is actually an attempt to steal your personal information

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Surprises

Making the most of surprises is a great reason to work with us.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Perspectives on Technology

How does Baird’s technology provide clients with peace of mind on their financial plan?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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