News & Insights
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.
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.
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
While a third straight year of negative bond returns is possible, John Craddock believes the market is full of opportunities.
Weathering short-term volatility can make buy-and-hold a challenge – but that’s how you reap the benefits of compounding.
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.
Get secure and complete online access to your Baird Trust accounts.
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.