Insights

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

2026 Planning Outlook

In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.

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Have You Planned for Every Season of Retirement?

Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.

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Bull & Baird Blog

Read the timely blog from Market Strategist, Mike Antonelli.

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Planning for the Future of Social Security: 2025 Update

What you need to know about the future of Social Security – and how to plan confidently for what’s ahead.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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