Events

Celebrating Freedom on Juneteenth

In observance of Juneteenth National Independence Day, our office will be closed on Monday, June 20. We will reopen at our regularly scheduled time the morning of Tuesday, June 21. We are grateful for your continued trust and appreciate our relationship.

Market Update: Inflation and Rising Interest Rates

Investment Strategy Analyst Ross Mayfield will give a market update focused on the Federal Reserve’s interest rate policy and inflation. He will touch on a near-term outlook for both before handing off to Nic Reisenbichler, Manager of Investment Products, to discuss the ramifications for portfolios and some potential asset classes for this new environment. Then, Chris Dolan, Financial Planner, will join the call to discuss planning strategies in a rising interest rate and high inflation environment.

Memorial Day

In observance of Memorial Day, our office will be closed on Monday, May 30. We will reopen at our regularly scheduled time the morning of Tuesday, May 31. We are grateful for your continued trust and truly appreciate our relationship.

Coming May 18th: Baird’s Retirement Guide for Women

Check back soon for updates on the webinar in May.

Tax Planning Under the SECURE Act

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), one of the largest updates to retirement planning provisions in the tax code in over a decade.

Equity Compensation

Join Laurence Kluth, Equity Compensation Planning Manager, where he will share meaningful advice around how you can integrate these benefits within your broader wealth management plans.

A 360 view of 360 Wealth - Organizing Your Finances

Please join Baird's Technology Solutions Consultants, Andy Krogstad & Michelle Dowling for an overview of BairdOnline and 360 Wealth. We’ll explore key features and functionality available to you through the online platform.

Navigating Tricky Waters with Baird Market Strategist

You’re Invited! Baird Wealth Strategies Webinar Navigating Tricky Waters with Baird Market Strategist Michael Antonelli

Happy Thanksgiving!

Happy Thanksgiving! From all of us at the Duncan Group, we wish you and your family a happy Thanksgiving! Our office will be closing at 4:30pm EST on Wednesday, November 24, so our associates can begin their holiday with their families. We are closed for Thanksgiving on Thursday, November 25. We will reopen at our regularly scheduled time the morning of Friday, November 26, and close at 2pm EST. We are thankful for your continued trust and truly appreciate our relationship. If you do not wish to receive further Baird email announcements, reply to this email with "Remove Me" in the subject line. Robert W. Baird & Co. Incorporated. 777 East Wisconsin Avenue, Milwaukee, WI 53202. 800-79-BAIRD. rwbaird.com.

Year End Tax Planning

Year-end is always a time to think about tax and other planning strategies, but with Congress poised to enact a variety of changes, the window for some strategies may close sooner than expected. Please join us for this webinar as Baird’s Tax Strategists, Eric Wikstrom and Kelsey Clair discuss the latest on potential law changes.

Medicare

Medicare Open Enrollment is approaching quickly (Oct. 15th – Dec. 7th) may be top of mind for many. Additionally, for those who are at/approaching Medicare age and often seek trusted professionals to assist them through filing and enrollment.

Charitable Giving

Join us for this timely webinar, where Chris Dolan, Sr. Financial Planner at Baird, will cover what you need to know about the current charitable giving landscape in the United States, and what strategies can be implemented when giving.

Social Security 101

If you are approaching retirement or are approaching a social security claiming decision, this webinar is just for you!

You're Invited! Baird Wealth Strategies Webinar

In light of the proposed tax law changes, there are short-term and long-term impacts that most investors should consider. Please join Kelsey Clair, Erik Wikstrom and Arti Batra as they provide an overview of the more impactful policies within the proposed tax law changes, as well as strategies you may consider implementing now to minimize the impact of these changes.

Educational Planning

Please join Jeannette Haen and Christopher Dolan as they discuss how the current pandemic could affect the college experience, college costs and education planning going forward.

Business Owner Solutions - Transitioning a Business

Andy McKay and Jason Spitz of the Business Owner Solutions team at Baird will discuss the critical issues that business owners face during a transition and provide a guide to the basics.

The Economy and Your Financial Wellness with Mike Antonelli

About the Speakers: Michael graduated from Purdue University in 1995 with a degree in history and moved to CT to work in the back office of AIG trading. He moved to Chicago in 1997 to work in the back office of Dean Witter's futures division before moving to a 24-hour trading desk in 1999 to execute futures and options for Fimat, a division of Societe Generale. He got his MBA at the University of Chicago in 2007 before coming to Baird on the Equity Trading Desk in March 2007 as a Sales Trader, assigned to the International team. Michael began writing a daily email in 2010 as a way to let overseas clients know what happened while they slept. He started posting it online in 2013 and it is now the Bull and Baird blog.

2021 Market Outlook: How Politics and Policy May Shape the Market

With the transition to a new administration, Courtney will discuss the political and policy environment in Washington and implications for financial markets. Topics covered will include: stimulus; tax; climate; trade; health care; infrastructure; defense; and regulation.

Planning for Families of Children with Special Needs

Join us as we review four areas of impact on a family's financial planning when caring for a child with special needs or disabilities.

Power of Feeling Your Best

Please join us as Chris Johnson, CEO and Founder of On Target Living presents, Power of Feeling Your Best.  Smash limiting beliefs and supercharge your life with this dynamic, 60-minute webinar.

Aligning Your Investments With Your Values

Hear from two of our most distinguished Baird colleagues, John Taft, Baird Vice Chairmen and Kathy Carey, Baird Director of Investment Research & Advanced Planning. They will be discussing how you can invest with your values.

Planning for the Small Business Owner – COVID 19 and Beyond

Hoodlums to Hackers: How to Stay Safe From Cyber Crime and Identity Theft

Retired FBI Agent Keynote Speaker Jeff Lanza leads a dynamic presentation that focuses on how criminals try to trick us, steal our identities and commit cyber fraud.

Webinar: SECURE Act and CARES Act Explained

The SECURE Act was passed in late 2019 and included a number of changes to our retirement savings laws. In late March, in response to the COVID-19 pandemic, Congress passed the CARES Act aimed at providing tax savings and increased cash flow opportunities for individuals and small businesses.

Social Security for Women

Happy National Women's Month! Please join us as Baird's Financial Planner, Linda Grant-Smith discusses how Social Security benefits differ for women. Learn what to consider regarding when to file, on whose work record to claim, and if your marital status (Divorced, Widowed, Singe, Married) affects your choice.

Medicare: Getting the Most From Your Benefits

Join us as we discuss the costs and benefits of Medicare plans, as well as how to enroll.