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2023

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A large group of Baird associates in Baird Gives Back t-shirts stand behind an American flag at Zachary Taylor cemetery
Community Involvement
Baird Trust Gives Back in 2023

Discover Our Passion for Making a Positive Impact on our Communities.

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Estate Planning
Charitable Giving
Make the Most of Your Charitable Gifts

Four Strategies to Maximize Your Holiday Giving

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Investment Management
The Challenges and Rewards of Holding

Weathering short-term volatility can make buy-and-hold a challenge – but that’s how you reap the benefits of compounding.

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Investment Management
Three in a Row?

While a third straight year of negative bond returns is possible, John Craddock believes the market is full of opportunities.

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Estate Planning
Divorce-Proofing Your Wealth

Safeguarding your assets from potential ex-spouses

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Estate Planning
Estate Settlement
The Eternal Gift

A Family Letter lets you share your love - and information.

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Estate Planning
The Reality Behind Widowhood

Widowhood can happen sooner than families anticipate – which means the time to prepare is now.

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Investment Management
The Dawn of Artificial Intelligence

How AI could affect the future of investing

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Laura Dunne
In Memoriam: Laura Dunne

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.

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Estate Settlement
Ten Common Estate Settlement Mistakes

Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

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Retirement Planning
The SECURE Act(s) and Retirement Plans

Recent legislation has affected how your retirement plans work alongside your trusts and estate plans.

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Investment Management
What’s in a Coupon?

Just because a bond offers a higher coupon rate doesn’t necessarily make it a better investment.

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Investment Management
Expecting the Unexpected

The recent bank failures highlight how important it is for investors to keep a constant focus on risk management.

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Estate Planning
Your Digital Estate Plan

Online assets need to be protected just like your financial ones.

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Community Involvement
Baird Trust Gives Back in 2022

A look at a few of the charitable organizations supported by Baird Trust in 2022.

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Investment Management
The Pandemic Era Reset

The economic response to Covid will play out for at least another year – and provide new opportunities for investors.

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