Supporting Your Children Through Life’s Milestones
How to support your children through life’s milestones without putting your retirement at risk.
Baird Online allows you to view all your account details and securely exchange documents with us anytime, anywhere, from your laptop or smartphone.
DocuSign allows you to review and sign important documents securely from anywhere, helping us keep your financial planning process efficient and paperless.
Microsoft Teams allows us to collaborate with you in real time via video call wherever you are and keep your financial planning conversations organized and secure.
All of our emails are encrypted in Outlook and secured via intrusion prevention systems, ensuring that all of your information is treated with the upmost privacy.
The Global Relay phone app allows us to securely send and archive all business-related text message communications, ensuring compliance with SEC regulations and protecting your information.
ID Watchdog helps protect your identity with continuous monitoring, alerts, and resolution support giving you peace of mind that your personal information is safeguarded and notification if there's any unusual activity.
Baird employs Microsoft Authenticator for securing access to its applications. This ensures that only authorized users can access sensitive information.
Baird 360 Wealth provides clients with a secure, centralized digital experience for managing their financial lives. Our remote practice leverages this platform to deliver personalized planning, performance reporting, and document sharing all in one place.
All That Matters: Shiny Signals
Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.
Myth-Busting Wealth Management
Why the critical role of a financial advisor should not be underestimated.
What to Expect from a Second Opinion Meeting
When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?
Financial Planning for Service Members
A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.
Small Change
Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.