Working Through Evolving Tax Implications
Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death. Here’s a summary of how they work.
At Baird Trust, we don’t believe in one-size-fits-all portfolios. Here’s a look into the personal factors we consider.
After stock prices consistently rose through 2024, the sudden market decline in 2025 may be startling – but it’s not unusual.
It’s not just for the ultra-wealthy. An estate plan can help you protect your assets, make things easier for your heirs, and minimize your taxes.
Which estate planning document is best for you: A will, a trust or both?
Unforeseen developments like increasing lifespans and unsettled tax law highlight the need for better trust flexibility.
Three key takeaways from a review of the 2024 bond market performance.
Stock prices soared higher the past two years. What should we do now?
Sure, bonds are great for protecting wealth and peace of mind – but they can do a lot more than that.
Family trusts are created for a reason – use this opportunity to open up the lines of communication.
Naming a charitable remainder trust as the beneficiary of your IRA can maximize your total distribution potential while sustaining your philanthropic legacy.
We live in an era when new data is always at our fingertips – so how can investors detect the insights that truly matter?
This fall marks the five-year anniversary of Hilliard Lyons becoming part of Baird.
Baird Trust Counsel Dani Fowles discusses this strategy’s advantages and disadvantages.
Mark Criner, Vice President and Senior Trust Strategist for Baird Trust, shares how to protect digital assets.
The practice of hiding cash in one’s home might be informed by generations of misgivings toward financial institutions.
One year later, how has our approach to investing in Artificial Intelligence changed? Or has it?
Mark Criner, JD, Senior Trust Strategist for Baird Trust, spoke recently with The New York Times.
Many happy returns to two of Baird Trust’s finest.
A looming drop in the estate tax exemption sparks a wealth transfer opportunity.
Many investors assume “value strategies” and “growth strategies” are mutually exclusive. That doesn’t have to be true.
2023 ended with some welcome performance from the bond market.
When you think about making plans for your estate, it helps to learn the lingo. Here are some of the basics.
Through tools like a durable power of attorney and revocable trust, you can ensure your wishes are followed even if you become incapacitated.
Executing a loved one’s estate can be overwhelming. Here’s a guide of important tasks to help you stay on track.
What can we learn from 2023 – and can we put it to use in 2024 and beyond?
Discover Our Passion for Making a Positive Impact on our Communities.
Four Strategies to Maximize Your Holiday Giving
Weathering short-term volatility can make buy-and-hold a challenge – but that’s how you reap the benefits of compounding.
While a third straight year of negative bond returns is possible, John Craddock believes the market is full of opportunities.
Safeguarding your assets from potential ex-spouses
A Family Letter lets you share your love - and information.
Widowhood can happen sooner than families anticipate – which means the time to prepare is now.
How AI could affect the future of investing
The firm is sad to share the loss of Laura Dunne, a Portfolio Manager in the Trust Company since 2007, who passed away on April 30, 2023 at the age of 53.
Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.
Recent legislation has affected how your retirement plans work alongside your trusts and estate plans.
Just because a bond offers a higher coupon rate doesn’t necessarily make it a better investment.
The recent bank failures highlight how important it is for investors to keep a constant focus on risk management.
Online assets need to be protected just like your financial ones.
A look at a few of the charitable organizations supported by Baird Trust in 2022.
The economic response to Covid will play out for at least another year – and provide new opportunities for investors.
It’s never too soon to start teaching your kids about money.
More efficient ways to donate to charity than simply writing a check.
A wise use of trusts can keep your heirs from the hassle of probate court.
Prepare yourself now for the possibility of being a surviving spouse
When the immediate future is unpredictable, it’s vital to invest for the long term.
Client service, community duties and putting out fires – it’s all in a day’s work for Baird Trust.
Why time is always a bond investor’s best friend.
Our emotions go into overdrive whenever our portfolios begin moving sharply in either direction.
Recessions might be inevitable – it doesn’t mean you need to take them lying down.
Bear markets offer us an opportunity to remind ourselves why we invest the way we do.
A look at the two primary drivers of today’s economic instability
We now have offices in Indiana, Ohio and Tennessee, and will soon be adding one in Greenville, South Carolina.
A guide for investors in times of inflation.
Visit our new gathering space over Downtown Louisville.
Why did the stock market remain so strong throughout the pandemic?
A look at a few of the charitable organizations supported by Baird Trust in 2021.
Get secure and complete online access to your Baird Trust accounts.
There are many reasons why it’s vital to discuss your financial situation with those closest to you.
A look inside the investing background and process of our one of our key investment professionals.
Why our approach to investing focuses on holding investments “forever.”
Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.
When a parent is approaching the end of their days, there are a lot of uncomfortable decisions to be made. Here’s a guide to help organize and clarify your thinking at this difficult time.
