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.
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.
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.
When you’re the executor of a loved one’s estate, it can be easy to feel overwhelmed by everything you have to do. Here’s how to break down your tasks into manageable steps.
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.
Get secure and complete online access to your Baird Trust accounts.
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.
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.
